1. Financial Services
2. Account Administration
About Our Client
The company is a well-established organisation within the financial services industry, known for its commitment to providing expert advice and tailored solutions. As a small-sized firm, it offers a close-knit working environment and a focus on delivering exceptional client service.
Job Description
3. Provide administrative support to financial advisers, ensuring all documentation is accurate and up to date.
4. Prepare client reports, letters, and other correspondence in a timely manner.
5. Maintain and update client records on internal systems.
6. Assist with the preparation and submission of client applications and forms.
7. Coordinate and schedule client appointments and manage adviser diaries.
8. Respond to client queries and provide general support as required.
9. Ensure compliance with industry regulations and company policies.
10. Work collaboratively with team members to achieve departmental goals.
The Successful Applicant
A successful Financial Services Administrator should have:
11. Previous experience in an administrative role within the financial services industry.
12. Strong organisational skills and attention to detail.
13. Proficiency in using relevant software and office tools.
14. Knowledge of financial products and services.
15. Excellent communication and interpersonal skills.
16. A proactive approach and the ability to prioritise tasks effectively.
What's on Offer
17. A competitive salary ranging from £26,000 to £27,000 per annum.
18. Permanent role based in Brighton, offering stability and career growth opportunities.
19. Supportive working environment within a small-sized firm.
20. The opportunity to work within the financial services industry, contributing to a professional accounting and finance team.
If you are a detail-oriented professional looking for a rewarding opportunity as Financial Services Administrator in Brighton, we encourage you to apply today.