Financial services Administrator - Macildowie Recruitment and Retention : Job Details

As a Financial Services Administrator, you will play a key role in supporting the smooth operation of our financial services department. You will be responsible for managing client records, preparing financial documentation, and liaising with clients and providers to ensure the timely delivery of services. This is an exciting opportunity to be part of a professional team that prides itself on delivering first-class service.

This is a full time and permemamt position office based in Nottingham. NG1

Key Responsibilities:

• Manage and maintain client records, ensuring all data is up-to-date and accurate.
• Prepare and process financial documentation, including applications, reports, and statements.
• Assist in the administration of financial products such as pensions, investments, and insurance.
• Liaise with clients, providers, and other stakeholders to ensure prompt and efficient processing of transactions.
• Support financial advisors with administrative tasks and client correspondence.
• Maintain a high level of confidentiality and comply with regulatory requirements.
• Provide general administrative support to the team as needed.

Essential Skills and Experience:

• Previous experience in a financial services or administrative role is essential.
• Knowledge of financial products and services is desirable but not essential.
• Strong organisational skills with the ability to manage multiple tasks effectively.
• Excellent attention to detail and a proactive approach to work.
• Good communication skills, both written and verbal.
• Ability to work independently and as part of a team.
• Proficient in Microsoft Office Suite and general office software.

Please put your home postcode on your CV when applying. Our recruitment tech uses this to make sure your CV is reviewed by the relevant consultant, for the relevant job(s), in the relevant geography.

Macildowie are a recruitment business working on behalf of a client to recruit this role. Your personal data may be forwarded to that client company as part of the application process.

If you would like information on how we will process your data please go to our website (macildowie.com) and view our fair processing notices which are located at the bottom of the page under privacy policies. Within the fair processing notice for Candidates there is guidance on how to amend your contact preferences or exercise your rights relating to personal data. We can't provide direct links as email address and website urls within our job adverts are removed by some of the websites on which we advertise.

Macildowie is a specialist recruitment consultancy with a rich history of enhancing the careers of professionals across the Midlands and the Northern Home Counties. We have an unrivalled understanding of the local market place and recruit for the majority of the region's premier employers. To search for all of our live jobs please visit us at macildowie.com.