Financial Services Administrator
About this role
Financial Services Administrator
You’ll play an important role in supporting the administration of pensions, investments, and other financial products - helping ensure that key processes run smoothly for our clients, advisers, and investors.
Day to day, you’ll:
- Process new applications, transfers, payments and client instructions
- Maintain accurate client records across our internal systems
- Communicate with colleagues and third parties to resolve queries
- Ensure compliance with financial regulations and company processes
- Support ongoing reporting and audit tasks as required
- Collaborate with your team to meet agreed service levels
You’ll receive full training in our systems and processes and be supported by approachable, experienced colleagues as you settle into the role.
What we’re looking for:
- Great attention to detail and a methodical approach
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