Financial Services Administrator — ISA & Reconciliations

Atkinson Moss; Norwich; On-site; GBP 30,000 - 32,000; Full time

Benefits offered by this job

Private healthcare

Pension 10% employer

Death in Service

Spouse/Dependant’s Pension

Annual discretionary bonus 8–10%

Permanent Health Insurance

Job summary

Atkinson Moss in Norwich seeks an Administrator to join its financial services team, handling ISA administration, transfers, dividends and client accounts with accuracy and attention to detail.

The role is full-time, office-based, Monday to Friday 9:00am–5:30pm, offering development towards CISI Level 3. A year in financial services is preferred, with opportunities to grow in operations.

Qualifications

• At least 1 year of experience within financial services.
• Experience with ISA administration or financial services operations.

Responsibilities

• Processing ISA subscriptions, dividends and transfers
• Managing client accounts, including closures, conversions and re-registrations
• Completing daily checks and reconciliations
• Supporting with ISA10 reporting and client valuation packs
• Calculating client fees
• Responding to client and regulatory requests
• Supporting with Corporate Actions
• Providing cover and support across the wider team when required
• Keeping up to date with relevant regulatory and market developments

Skills

Highly organized

Numerical literacy

Analytical

Methodical

Multitasking

Good communicator

Team player

Proactive

Willing to learn

Education

Level 3 CISI qualification

Job description

Atkinson Moss in Norwich seeks an Administrator to join its financial services team, handling ISA administration, transfers, dividends and client accounts with accuracy and attention to detail.

The role is full-time, office-based, Monday to Friday 9:00am–5:30pm, offering development towards CISI Level 3. A year in financial services is preferred, with opportunities to grow in operations.