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Pertemps is seeking a dynamic Financial Services Administrator to join their client in Plymouth, one of the South West’s leading firms of Independent Financial Planners. If you're a confident and strong administrator with an interest and background in Financial Services (IFA) then this is for you! Job details: - Competitive salary - £22,000 - £26,000 p/a depending on experience
- Full time - 9-5 Monday to Thursday, 9-4 Friday
- Company Pension Scheme
- 21 days holiday plus bank holidays, rising by 1 day per year for each year of service up to a max of 25 days
As the Financial Services Administrator, you will do the following: - Assist with the reconciliation of Commission and Fee Statements
- Maintain and reconcile Excel cashbooks
- Sage bookkeeping
- Accurately update and maintain information on back-office systems, including policy valuation data
- Responsible for property/office-related issues
Skills, Qualifications and Experience of the Financial Services Administrator - Experience of working in a similar role in Financial Services
- Highly effective time management and organisational skills
- Excellent communication and interpersonal skills (verbal and written)
- Excellent IT skills and familiarity with Microsoft Office
- Good literacy and numeracy skills
Benefits? - Working in their beautiful office a stone's throw away from Plymouth Hoe.
- Cycle to work scheme
- On-site parking
Does this interest you? Then please apply with your CV today! Please contact Emma Hutchings at the Plymouth branch for more information on the role.
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