Finance Administrator
- Recruiter
- Anonymous
- Location
- Haslemere
- Salary
- 23000.00 - 25000.00 GBP Annual
- Posted
- 21 Nov 2016
- Closes
- 12 Dec 2016
- Sectors
- Admin, Secretarial & PA
- Contract Type
- Permanent
- Hours
- Full Time
Do you have an interest or knowledge of the Investment sector? Do you want to work with a company where you can develop and progress?
Our client is offering a fantastic opportunity to join their growing company within the financial services sector, for someone who is enthusiastic and have two to three years' administration experience (preferably within the investment sector). Providing general administration and office support to the operations manager and managing director, the candidate will have the opportunity to progress into paraplanning, sales or research depending on their strengths.
The main responsibilities include but not restricted to:
• Providing administration support to the OM and MD Providing Diary
and meeting room management.
• Assisting in the arrangement of overseas client meetings.
• Data entry.
• Filing.
• Research assistance.
• Compiling documents for client meetings and collating information.
• Client correspondence and management via phone and e-mail.
• Carrying out security checks whilst complying with the relevant financial
compliance, FCA rules and firms procedures.
The successful candidate will:
Ideally have 2 to 3 years' administration experience, knowledge of or a keen interest in personal finance advice and investment; be enthusiastic and able to work in a regulated investment environment, have good attention to detail, verbal and written communication skills, with the ability to manage their own time and a proficient user of Microsoft Word, Excel and Outlook.
Relevant qualifications or working toward qualification within the field and experience of financial services software such as Avelo Adviser Office, Novia platform and FE analytics would be preferred.
Our client is looking for a candidate who will progress in the field and provide them with the required training and sponsor all exams
Our client is offering a fantastic opportunity to join their growing company within the financial services sector, for someone who is enthusiastic and have two to three years' administration experience (preferably within the investment sector). Providing general administration and office support to the operations manager and managing director, the candidate will have the opportunity to progress into paraplanning, sales or research depending on their strengths.
The main responsibilities include but not restricted to:
• Providing administration support to the OM and MD Providing Diary
and meeting room management.
• Assisting in the arrangement of overseas client meetings.
• Data entry.
• Filing.
• Research assistance.
• Compiling documents for client meetings and collating information.
• Client correspondence and management via phone and e-mail.
• Carrying out security checks whilst complying with the relevant financial
compliance, FCA rules and firms procedures.
The successful candidate will:
Ideally have 2 to 3 years' administration experience, knowledge of or a keen interest in personal finance advice and investment; be enthusiastic and able to work in a regulated investment environment, have good attention to detail, verbal and written communication skills, with the ability to manage their own time and a proficient user of Microsoft Word, Excel and Outlook.
Relevant qualifications or working toward qualification within the field and experience of financial services software such as Avelo Adviser Office, Novia platform and FE analytics would be preferred.
Our client is looking for a candidate who will progress in the field and provide them with the required training and sponsor all exams