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Administrator - Financial Services

Administrator - Financial Services

  • Location


  • Sector:

    Human Resources

  • Job type:


  • Salary:

    £23000 - £25000 per annum + pension, healthcare, 25 days leave

  • Contact:

    Caterina Glenn

  • Contact email:

  • Job ref:


  • Published:

    15 days ago

  • Expiry date:


  • Consultant:


Administrator Financial Services - Hybrid Working

Wokingham, Berkshire

23,000 - 25,000 plus benefits

The company

Opportunity for someone with Admin experience (ideally within the financial services sector and with CF1 qualification to join an impressive organisation. You be part of a team, working and supporting the Administration Manager.

The role

  • Manage & Process all aspects of administration
  • Manage client 's cash flow to ensure withdrawals and investments are processed accurately in a timely manner
  • Managing the mailboxes daily and responding to queries within the agreed SLA.
  • Checking of information
  • Dealing with statement requests as and when required
  • Liaising with colleagues with regards to queries / requests.
  • Updating the CRM system
  • Maintain & control the database and information stored
  • Proactively develop and maintain effective relationships
  • Maintain core systems
  • Maintain client records
  • Provide recommendations / improvement ideas to increase operational efficiencies with the team
  • Prioritise workload

What you will need to be successful

This is a permanent role looking for someone with Admin experience in financial services sector. You will need to ideally have undertaken CF1 but if you have not have worked in the industry then this would be great.

Good IT skills

Attention to details

Good organisation skills

Excellent communication skills.

What you will receive in return

The company will be operating a hybrid working model which will allow you to work 2 days per week from home and 3 days in the office, in addition they offer 25 days annual leave, pension and health-care among other benefits

How to proceed

If this role is of interest then please do apply using the link

Applications are encouraged from all candidates meeting or exceeding the minimum criteria for the role regardless of age, disability, gender, orientation, race, religion or ethnicity.