Finance Administrator

☞ Recruit UK - Financial Services Recruitment Specialists - UK Wide

View: 107

Update day: 01-06-2024

Location: Stroud South West

Category: Other

Industry:

Job type: Full-time

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Job content

Job Title: Financial Administrator
Industry: Financial Services
Location: Stroud
Salary: Up to 28k
Reference Number: 6857
Job Description:
My client is looking for an experienced Financial Administrator to join their growing financial planning firm based in Stroud, Gloucester. They are a global economic advisory firm that serves private businesses, governments, and not-for-profits. The successful candidate will have great people skills and play a key role in the growth of the firm.
Your role will include but not be limited to:
• Answering telephone calls
• Maintaining and updating Intelligence Office
• Running and reviewing back-office MI reports
• Liaising with providers
• Basic administrative tasks
• Processing fund switch, withdrawal, and purchase instructions online.
• Managing client fees
• Banking / Payroll
What’s in it for you:
• Generous holiday allowance and closure over Christmas week
• Brilliant progression structure if desired, qualifications paid for & exam support
• Pensions scheme
• Generous salary of up to £28,000
Skills and experience required:
• Financial Services administration experience required
• Educated to a minimum of A Level standard
• Experience using Intelligent Office
• Financial planning experience desired but not essential
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Deadline: 16-07-2024

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