Financial Services Admin: ISA & Client Accounts Specialist

Atkinson Moss Ltd.; Norwich; Presencial; GBP 30.000 - 32.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Discretionary bonus

Pension contribution 10%

Private healthcare

Death in service

Spouse/Dependant's Pension

Permanent Health Insurance

CISI Level 3 qualification support

Descripción de la vacante

Atkinson Moss is working with an established financial services business in Norwich that is looking for an organised and detail-focused Administrator to join its team. You will handle ISA administration, transfers, dividends and client accounts, with support towards your Level 3 CISI qualification.

This role suits someone who enjoys working with numbers and ensuring accuracy. On offer is a salary of £30,000–£32,000 per annum, a discretionary bonus, a competitive pension, private healthcare and

Formación

• At least 1 year of experience in financial services.
• Knowledge of investments, client assets, ISA administration or operations.
• Strong attention to detail and organisational skills.

Responsabilidades

• Processing ISA subscriptions, dividends and transfers.
• Managing client accounts, including closures, conversions and re-registrations.
• Carrying out daily checks and reconciliations.
• Supporting ISA10 reporting and preparing client valuation packs.
• Calculating client fees and responding to client/regulatory requests.
• Supporting Corporate Actions and wider team coverage.
• Keeping up to date with regulatory and market developments.

Educación

Level 3 CISI qualification

Herramientas

ISA administration

Reconciliations

Client accounts

Financial numbers

Descripción del empleo

Atkinson Moss is working with an established financial services business in Norwich that is looking for an organised and detail-focused Administrator to join its team. You will handle ISA administration, transfers, dividends and client accounts, with support towards your Level 3 CISI qualification.

This role suits someone who enjoys working with numbers and ensuring accuracy. On offer is a salary of £30,000–£32,000 per annum, a discretionary bonus, a competitive pension, private healthcare and