Financial Services Administrator

My client is a Financial Management company serving both private individuals and the business community, offering client-focused, bespoke solutions in the field of financial advice and corporate services.

We seek an experienced Financial Administrator to join an existing team on Maternity leave cover on a fixed-term contract. You will be responsible for Administration duties relating to Investments (Pensions, Bonds, Gilts, ISA’s), you will be responsible for general product Administration including changes, letters and updating internal systems and also responsible for providing a good service to Clients who have queries on the phone.

We seek someone who has ideally 2-4 years experience working within a Wealth / Investment Management or IFA firm as an Administrator or within a Life & Pensions environment, who has knowledge of various Investment products (Pensions, ISA’s, Bonds, Gilts etc) from an Administrative perspective.