Financial Services Administrator

  • Location
    Taunton, Somerset
  • Category
    Admin. Secretarial and PA - Administrator
  • Contract Type
    Permanent
  • Salary
    £ 18000 - £ 20000 / Year
  • OrganizationType
    Office

JOB TITLE: Financial Services Administrator


HOURS: Permanent, full time, Monday to Friday 9am - 5.30pm.


SALARY: Circa £18,000-£20,000 PA dependant on experience.


THE COMPANY: A leading and successful accountancy firm with recently refurbished offices, who really pride themselves on the service they deliver to their clients. Very well established with a fun and lively team.


BENEFITS: 22 days holiday plus bank holidays - increases with length of service, flexible working, pension scheme, private medical insurance and a Cyclescheme.


DAY TO DAY RESPONSIBILITIES:


To provide administration support to financial advisers/team as follows:



  • Updating Intelligent Office data base with client details and transaction records

  • Processing of new business in an accurate and timely manner

  • Preparation of client valuations

  • Letters of authority including review of information received

  • Process platform transactions

  • Electronic filing

  • Provide a high level of customer service to client base

  • Undertake adhoc projects as and when required


WE WOULD LOVE TO SPEAK TO CANDIDATES WHO HAVE:



  • Previous office experience.

  • Strong attention to detail

  • Organised with a good work ethic

  • Excellent communication skills and client care abilities.

  • Ability to work well within a small team.

  • Polite, professional and presentable working attitude with clear and articulate telephone manner.

  • Good education background.


NEXT STEPS….Please apply online or call the team on 01823 285440 for more information. We also welcome you to send your CV directly to debbie.searle@office-angels.com

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.


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To speak to a recruitment expert please contact Catherine Knight