Our client is seeking a Financial Services Administrator to work supporting their financial planners and directors. This role includes ensuring all information is accurate, updated and to help support the financial planners with their administrative workload.
You will enjoy hybrid working , free parking, qualifications all paid for up to chartered level, career progression, 30 days holiday plus bank holidays and much more! This really is an unrivalled benefits package in the region - they have even won awards for their dedication to their team!
Duties:
Develop and maintain document designer templates ensuring these are set up in the most efficient way for the end user, and any new functionality is implemented
Assist in testing and implementing new functionality available on the back-office system
Maintain and continuously look to improve systems and processes, providing support and training where necessary
Support the updating of systems and processes to enable data cleansing and running various reports. Liaise with team members as required
Ensure data accuracy and consistency across systems, escalating issues where required.
Work collaboratively across teams to ensure consistent use of systems and adherence to data standards
Contribute or lead operational improvement projects focused on improving efficiency, data accuracy, and client service delivery. Identify inefficiencies and implement scalable solutions to improve system workflows
Update tax year-end legislation changes across a number of systems
Support the mapping and documentation of processes to improve consistency and performance.Requirements:
Experience from a professional business in administration is essential
Degree is desirable but not essential
Experience dealing with documents that require a high attention to detail is essential
Salary description
£27500.00 - £30000.00 per year