Finance assistant Work, Jobs in Colwyn Bay, Cwy (with Salaries)

Financial Services Administration Assistant
75point3 Limited —Colwyn Bay
- £14 an hour
- Full-time
- Microsoft Word
- Administrative experience
- Analysis skills
- Free parking
- Store discount
Quick apply
7h
Finance Assistant
Conwy County Borough Council —Colwyn Bay
- Part-time
- Hybrid work
14d
Office & Finance Coordinator
NW Electrical Installations Ltd —Penmaenmawr
- £32,760 a year
- Full-time
- Microsoft Office
- Administrative experience
- Supervising experience
Quick apply
5d

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Financial Services Administration Assistant
75point3 Limited —Colwyn Bay
Taking telephone calls, enquiries and requests, and dealing with them appropriately. You will work within a team supporting our Financial Planners and clients,…
£14 an hour
Quick apply
7h
Finance Assistant
Conwy County Borough Council —Colwyn Bay
This can include adjusting your working day and hybrid working, ie a balance of office and home working. You will provide administrative support to the Finance…
14d

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Financial Services Administration Assistant

75point3 Limited
Colwyn Bay

Quick apply

Job details

Full-time
£14 an hour
7 hours ago

Benefits

Free parking
Store discount
Cycle to work scheme
Financial planning services
Company pension
Company events
Private medical insurance
Employee discount
Life insurance
On-site parking

Qualifications

Microsoft Word
Pension
Customer service call handling
Meeting coordination
Inbound customer enquiry call handling
Stakeholder liaison
GCSE
Administrative support experience
Microsoft Office Suite
Administrative experience
Copy editing
Analysis skills
Appointment booking and call handling
Organisational skills
Financial services
Communication skills

Full job description

We have a vacancy for a full-time Financial Services Administrator to join our professional team. The successful applicant will be based at our Head Office in Colwyn Bay.

You will work within a team supporting our Financial Planners and clients, dealing with enquiries relating to pensions, investments and financial planning. The role involves liaising with investment and pension providers, carrying out general administration duties and assisting with the organisation of client meetings and reviews.

This role would suit an organised and detail-oriented individual who enjoys administration, client service and working as part of a professional team. We are looking for someone who takes pride in delivering high standards of administrative support and is seeking a long-term career within financial services administration.

Specific Responsibilities:

The key responsibilities of the role are listed below. Due to the nature of the business, the role may also include additional responsibilities considered reasonable by the company.

Taking telephone calls, enquiries and requests, and dealing with them appropriately
Client correspondence, both written and verbal
Processing new investment and pension business
Preparation of client review packs and booking client reviews and meetings into advisers’ diaries
Providing back-office support to Financial Planners
Liaising with investment providers, pension providers and other stakeholders
Ensuring all client administration is carried out in accordance with company procedures and regulatory requirements
Maintaining accurate and compliant client records on our back-office systems
Assisting with portfolio valuations, client reviews and ongoing servicing activities
Supporting the delivery of a high-quality client experience

Experience & Skills:

The role requires a reliable individual who can manage and prioritise workloads effectively, so excellent organisational skills are essential
Previous administration experience is desirable
Previous experience within financial services administration is desirable
Ability to produce business correspondence and proofread for grammar, spelling and punctuation with a high degree of accuracy
Excellent written and verbal communication skills
Strong analytical and problem-solving abilities
Excellent planning and organisational skills
Confident using Microsoft Office applications, including Word and Excel
A team player with a positive attitude and strong attention to detail

Benefits:

Ongoing training and support to develop knowledge and skills within financial services administration
Non-contributory pension scheme
Cycle to Work Scheme
Life Insurance
Private Medical Insurance
Team events
Free onsite parking
Access to financial planning services

Job Type: Full-time

Pay: £14.00 per hour

Benefits:

Company events
Company pension
Cycle to work scheme
Financial planning services
Free parking
Life insurance
Store discount

Education:

GCSE or equivalent (required)

Experience:

Administration: 1 year (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

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Financial Services Administration Assistant