Finance Administrator
Bishop's Stortford, Hertfordshire, United Kingdom
Job Description
Finance Administrator
Location: Bishop's Stortford
Salary: 19,500- 24,000 per annum (depending on experience)
Hours: 8:30am - 5:00pm Monday - Friday
Contract: Full-time, Office-based
About the Role
Join our Client Services team supporting financial administration for clients. You'll handle client-focused tasks, provide administrative support, and help maintain our professional office environment. This role would suit someone who is looking to have a career in Financial Services.
Key Responsibilities
- Update client information on Iress Xplan database
- Generate and send client risk profile results
- Process Letters of Authority and conduct AML checks
- Collate compliance documents (valuations, schedules, fact finds)
- Update Client Agreements and GDPR information
- Provide general administrative support
- Professional telephone manner and excellent communication skills
- Enthusiasm for financial services
- Proficiency in Microsoft Office Suite
- Strong numeracy and attention to detail
- Ability to prioritise workload and meet deadlines
- Team player who can also work independently
- Flexible approach and willingness to learn
- Strict confidentiality and data protection adherence
- Competitive salary
- 25 days annual holiday
- Company pension scheme
- Death in service and critical illness cover
- Full training provided including Iress Xplan
- Friendly, supportive team environment
This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
Skills Required
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Job Detail
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Job IdJD3975377
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:£19,500-24,000 per year
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Employment StatusFull Time
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Job LocationBishop's Stortford, Hertfordshire, United Kingdom
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EducationNot mentioned