Financial Services Administrator
| Dyddiad hysbysebu: | 17 Mehefin 2025 |
|---|---|
| Cyflog: | £28,000 i £32,000 bob blwyddyn |
| Oriau: | Llawn Amser |
| Dyddiad cau: | 17 Gorffennaf 2025 |
| Lleoliad: | Elgin, Moray |
| Gweithio o bell: | Ar y safle yn unig |
| Cwmni: | Castle View Personnel |
| Math o swydd: | Parhaol |
| Cyfeirnod swydd: |
Crynodeb
Title: Financial Services Administrator
Type: Permanent
Hours: Full Time (Monday – Friday)
Salary: £28,000 - £32,000
Details:
Our client is looking to appoint an experienced Financial Services Administrator to join their team based in Elgin.
This is a varied role and duties include:
Provision of varied administrative support to a team of Financial Advisors and the firm’s clients.
Assist in the day to day management of clients.
Answer telephone enquiries in a polite and respectful manner.
Ensure all administration incorporates efficient recording and checking of client records.
Follow email instructions from clients.
Ensuring that client data is up to date and that adequate records are maintained.
Obtain an in-depth knowledge of the services offered to clients by the company for portfolio maintenance.
Attend company presentations/meetings.
Assist in the calculation of fee invoices to send with the client valuations.
Administration of Money Laundering documentation.
Use of MS office daily.
Assist with written communication to clients and other external contacts.
Scanning and Filing.
Compilation of reports and performance figures, provide analysis and check for accuracy.
Providing accurate valuations ahead of client meetings.
Educational/Experience Requirements:
An understanding and knowledge of the financial services sector.
Excellent IT Skills including MS Office.
Able to ensure that internal rules and procedures are adhered to and that at all times.
Willingness to undertake continual professional development.
Personal Specification and Competencies:
Interpersonal and communication skills.
Ability to work effectively as part of a team.
IT/Organisational skills.
Attention to detail and self-discipline.
Ability to assess information.
Resilient and able to work in a fast paced, pressurised environment.
For more information including a full job description and remuneration package please respond by email or contact Castle View Personnel on 01463 230 200.
Castle View Personnel (Inverness) Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.
By applying for this job you accept our T&C's, Privacy Policy and Disclaimers which can be found at www.castleviewpersonnel.com
Type: Permanent
Hours: Full Time (Monday – Friday)
Salary: £28,000 - £32,000
Details:
Our client is looking to appoint an experienced Financial Services Administrator to join their team based in Elgin.
This is a varied role and duties include:
Provision of varied administrative support to a team of Financial Advisors and the firm’s clients.
Assist in the day to day management of clients.
Answer telephone enquiries in a polite and respectful manner.
Ensure all administration incorporates efficient recording and checking of client records.
Follow email instructions from clients.
Ensuring that client data is up to date and that adequate records are maintained.
Obtain an in-depth knowledge of the services offered to clients by the company for portfolio maintenance.
Attend company presentations/meetings.
Assist in the calculation of fee invoices to send with the client valuations.
Administration of Money Laundering documentation.
Use of MS office daily.
Assist with written communication to clients and other external contacts.
Scanning and Filing.
Compilation of reports and performance figures, provide analysis and check for accuracy.
Providing accurate valuations ahead of client meetings.
Educational/Experience Requirements:
An understanding and knowledge of the financial services sector.
Excellent IT Skills including MS Office.
Able to ensure that internal rules and procedures are adhered to and that at all times.
Willingness to undertake continual professional development.
Personal Specification and Competencies:
Interpersonal and communication skills.
Ability to work effectively as part of a team.
IT/Organisational skills.
Attention to detail and self-discipline.
Ability to assess information.
Resilient and able to work in a fast paced, pressurised environment.
For more information including a full job description and remuneration package please respond by email or contact Castle View Personnel on 01463 230 200.
Castle View Personnel (Inverness) Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.
By applying for this job you accept our T&C's, Privacy Policy and Disclaimers which can be found at www.castleviewpersonnel.com