Financial Services Administrator

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

Financial Services Administrator

Norwich, Norfolk

Salary dependent on experience

Full-time Permanent Office-based

Monday to Friday, 9:00am 5:30pm

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.

This is a great opportunity for someone with previous financial services experience who enjoys working with numbers, processing financial information and making sure everything is accurate and running smoothly.

You ll be involved in a varied mix of financial administration and operations, including ISA administration, transfers, dividends, client accounts and reconciliations. You don t need to have experience in every area, as the company is happy to support you in developing your knowledge and working towards your Level 3 CISI qualification.

What's on offer?

• £30,000 £32,000 per annum


• Annual discretionary bonus, typically around 8 10% depending on company performance


• 10% employer pension contribution, with a minimum employee contribution of 2.5%


• Private healthcare through Bupa


• Death in Service cover of four times your basic salary


• Spouse/Dependant s Pension benefit


• Permanent Health Insurance, providing an income of up to two-thirds of basic salary, subject to policy terms


• Support towards professional development and your Level 3 CISI qualification

Working as part of the team, your responsibilities will include:

• 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


• Responding to client and regulatory requests


• Supporting Corporate Actions


• Providing cover and support across the wider team when needed


• Keeping up to date with relevant regulatory and market developments

What are we looking for?

You'll ideally have at least one year's experience in financial services, with some knowledge of investments, client assets, ISA administration or financial services operations.

Just as importantly, you'll be someone who is:

• Highly organised, with excellent attention to detail


• Comfortable working with numbers and financial information


• Analytical and methodical in your approach


• Able to manage competing priorities and meet deadlines


• A confident communicator who enjoys working as part of a team


• Proactive, adaptable and keen to learn

You don't need to have done exactly the same role before. If you have a good foundation in financial services administration and are keen to build on your experience, this could be a great next step.

Not the job for you? Please do reach out as we have multiple Office Support Jobs available in Norfolk and Suffolk.