Financial Services Administrator

https://www.kennethbrian.co.uk/job-search/1176/job2024-10-28 14:36:042025-01-05Kenneth Brian Associates
Job TypePermanent Full Time
AreaSutton, SurreySuttonSurrey
SectorBusiness Support - AdministrationBusiness Support - Financial Services
Salary£30,000 - £35,000
Start DateASAP
Job RefAL789016
Job Views38
Description

Kenneth Brian Associates are recruiting on behalf of a leading financial services firm based in Sutton. We are looking for a motivated and detail-oriented Financial Services Administrator with 3-5 years of experience in financial services, specifically with a background in pensions, life insurance, or related areas.

Key Responsibilities:

  • Provide comprehensive administrative support within the financial services team.
  • Process client applications, ensuring all documentation is accurate and up to date.
  • Maintain and update client records in accordance with regulatory and company standards.
  • Liaise with clients, providers, and financial advisors to ensure smooth information flow.
  • Assist with the preparation of reports, statements, and other client-facing documents.
  • Manage and respond to client queries in a timely, professional manner.

To be successful:

  • Minimum 3-5 years in financial services administration, with a focus on pensions, life insurance, or similar areas.
  • Demonstrate accuracy and thoroughness in handling sensitive financial data.
  • Strong written and verbal skills for client and team interactions.
  • Ability to work independently and within a team, ensuring high standards of service.
  • Proficiency in Microsoft Office Suite, with the ability to learn industry-specific software.

Benefits:

  • Comprehensive benefits package
  • Opportunity to work with a reputable financial services firm
  • Supportive team environment with opportunities for professional growth

If you’re an experienced financial services professional with a passion for providing outstanding administrative support, apply today to join a dynamic team and advance your career!

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  • Kenneth Brian Associates
    Head Office
    2nd Floor
    Adelphi Court
    1-3 East Street
    Epsom
    Surrey
    KT17 1BB
  • 01372 642 001
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