Administrator - Financial Services

Office Angels; Birmingham; On-site; GBP 27,000 - 30,000; Full time

Benefits offered by this job

25 days annual leave

Pension contribution up to 7.5%

Death in service benefit - up to three

Private healthcare

Income Protection

Eye test vouchers

Employee assistance programme

Length of service benefits

Cycle to work

Workplace nursery benefit

Staff training opportunities

Job summary

Office Angels UK is recruiting an Administrator for a growing investment company in Birmingham's Jewellery Quarter. The role requires an organized, proactive individual who can handle a fast-paced office and contribute to high-quality work. Initially office-based for 3–6 months, with hybrid work from month six (3 days in the office, 2 days at home).

Salary £27-30K depending on experience. Start date ASAP. Join a team with strong benefits including 25 days leave, pension, private healthcare and

Qualifications

• Experience in financial services is desirable but not essential.
• Proven experience in an administrative role.
• Excellent organisational and multitasking abilities.
• Strong communication skills, both written and verbal.
• Proficiency in Microsoft Office Suite and CRM systems.

Responsibilities

• Work in a fast-paced office delivering high-quality work against tight timescales.
• Update and competently use internal databases and systems.
• Process and authorise deal instructions to buy, sell and transfer units/shares.
• Place and confirm portfolio investment trades and liaise with other departments.
• Identify potential issues through analysis of client/agent instructions and liaise with other departments.
• Manage electronic dealing systems.
• Update registers with client/adviser records and schedule monthly investment activity.
• Understand regulatory requirements affecting the role and financial services in general.
• Allocate work by scanning and categorising mail items into Workflow systems.
• Cover other general office duties as required.

Skills

Organisational skills

Multitasking

Communication skills

Proactive attitude

Tools

Microsoft Office Suite

CRM systems

Job description

Join Our Client's dynamic Team as an Administrator!

Are you an organised individual with a passion for helping others? Do you thrive in a vibrant, dynamic environment? Do you have experience working in the Financial Services Sector?

If so, we want YOU to become a crucial part of our client's team! We're looking for a proactive Administrator who is ready to make a difference.

Location: Jewellery Quarter, Birmingham

Contract Type: Permanent

Working Pattern: Monday to Friday 8.30am - 5.00pm or 9.00am - 5.30am (1 hour lunch)

Salary: £27-£30K (DOE)

Start Date: ASAP

Office / Hybrid: Office based for first 3-6 months, Hybrid work model from 6 months onwards 3 days in office / 2 days working from home.

Based in sleek offices in the heart of Jewellery Quarter, Birmingham, our client are a growing investment company with a great team spirit!

Incredible company benefits:

• 25 days annual leave
• Pension contribution (up to 7.5% of your annual salary)
• Death in service benefit - up to three times annual salary
• Private healthcare
• Income Protection
• Eye test vouchers
• Employee assistance programme
• Length of service benefits
• Cycle to work
• Workplace nursery benefit
• Staff training opportunities

What you'll be doing:

• The ability to work in a fast-paced office environment, delivering high quality work against tight timescales.
• Updating and competent use of the various internal databases and systems
• Processing and authorising deal instructions to buy, sell and transfer units/shares received by email, post or telephone.
• Placing and confirming portfolio investment trades and liaising with other departments where appropriate.
• Identifying potential issues though analysis of client/agent instructions and liaising with other departments where appropriate.
• Management of electronic dealing systems.
• Updating the register with updates to client or adviser records, including scheduling monthly investment activity (Regular Investment/Withdrawal runs, Adviser Charges).
• Understanding regulatory requirements affecting the role specifically and financial services in general.
• Allocation of work through scanning and categorisation of mail items into Workflow systems
• Flexibility in the role to cover other general office duties as required.

Is this you?

• Experience in financial services and investing would be desired but is not essential.
• Proven experience in an administrative role-your skills and knowledge are key!
• Excellent organisational and multitasking abilities to keep pace with our dynamic environment
• Strong communication skills, both written and verbal-you'll be the voice of our team!
• Proficiency in Microsoft Office Suite and other office software (experience with CRM systems is a plus!)
• A proactive attitude, with a willingness to learn and adapt to new challenges

We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive.

Office Angels UK is an Equal Opportunities Employer.