Financial Administrator

☞ Hooray Recruitment

View: 102

Update day: 07-05-2024

Location: Amersham South East

Category: Finance / Bank / Stock

Industry:

Job type: Full-time, Permanent

Salary: £23,000 - £26,000 a year

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Job content

Financial Services Administrator

Are you looking for a foot in the door to a financial services career? Have you been seeking a clear-cut progression path? Do you have experience in a Financial Services, Banking, Finance, or Insurance based role? GREAT – I would love to speak with you.

My Amersham based client, with 9 offices across the UK in total, are specialists in risk, pensions, investment, and insurance. Due to growth, they are looking for a Financial Services Administrator to join the team. The purpose of the role is to make sure that new and existing customers’ policies are accurately maintained and serviced.

Benefits

  • Hybrid/Flexible Working
  • Generous Pension Scheme
  • Discretionary Annual Bonus
  • Private Medical Cover

What are the day-to-day responsibilities of the Financial Services Administrator?

  • Communicate confidently with clients and their advisors
  • Liaise with third parties where required e.g., banks, investment managers
  • Read, and clearly understand documentation relating to each scheme
  • Prepare manual calculations to develop an understanding of pensions
  • Update the database frequently

Required Skills and Qualifications of the Financial Services Administrator?

  • Computer Literate
  • Previous Pension experience is NOT required however adventurous
  • Ability to understand data, to make decisions based on the data
  • Keen to progress with a company that can offer structured career progression
  • Strong attention to detail, methodical and numerical skillset

If you are interested and have the relevant experience, please apply with an up-to-date copy of your CV and we promise to get back to you.

· Hooray is acting as an agency on behalf of the client for this position.

· Hooray is proud to be a corporate member of the REC, the recruitment industry’s leading professional body.

· DO YOU KNOW SOMEONE FOR THIS ROLE? EARN A £150 REWARD FOR ANY SUCCESSFUL REFERRAL! T&C’s APPLY!

Job Types: Full-time, Permanent

Salary: £23,000.00-£26,000.00 per year

Benefits:

  • Life insurance
  • Private medical insurance
  • Work from home

Schedule:

  • Monday to Friday
  • No weekends

Supplemental pay types:

  • Yearly bonus

Ability to commute/relocate:

  • Amersham, Buckinghamshire: reliably commute or plan to relocate before starting work (required)

Work Location: In person

Reference ID: 37509

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Deadline: 21-06-2024

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