Team Administrator - Financial Services
Posted 26/07/2024 by Carousel Consultancy
Team Administrator - Financial Services - Portsmouth / Hybrid - £28k-£32k + great benefits
We’re looking for an enthusiastic and proactive Financial Services Administrator, with impeccable administrative skills, excellent accuracy and a professional nature, to join a fabulous financial organisation in their sociable Portsmouth office.
Joining a great team, the Financial Services Administrator will provide comprehensive, professional and high-quality administrative support to Employee Benefits clients, financial advisors, senior management and the wider team as required.
What’s on offer?
Our client is offering a competitive salary (dependent on experience) and bonus & benefits scheme, which includes 33 days annual leave (including BH), private medical cover, private pension scheme, life assurance policy, learning and development opportunities, a flexible dress code, employee assistance programme, generous sick leave scheme, enhance parental and family leave and more!
Hybrid working is on offer.
Key responsibilities as the Financial Services Administrator (Group Schemes / Employee Benefits) will include:
- Providing comprehensive, professional administrative support to Employee Benefits clients, financial advisors, senior management and the wider team
- Processing new and existing group risk and auto-enrolment business and maintaining accurate reporting
- Scheme maintenance including aspects such as contribution uploads, renewals, joiners, leavers etc.
- Assisting with monthly invoicing and fee reconciliation
- Building and nurturing client relationships in order to provide personalised service delivery
- Taking ownership of reporting and adhoc projects
- Acting as the first point of contact for any enquiries
- Preparing client reports and correspondence
- Maintaining data on business systems
And more!
What we’re looking for:
- Previous experience in a finance based administration / coordinator role
- Experience of Group Schemes / Group Employee Benefits administration is highly advantageous
- Excellent communication skills with strong interpersonal skills
- Impeccable attention to detail and accuracy
- Highly organised nature
- A professional and confidential nature
- IT literacy - solid MS Office skills and the ability to learn new technologies quickly and efficiently
- Good numeracy skills
- Proactive team player
Interested in this Financial Services Administrator opportunity?
If you’re looking for a new role where you can utilise your experience and skills, we’d love to hear from you!
Please submit your CV ASAP, quoting ‘AE - Group Schemes Admin - Portsmouth’
- Type:
- Permanent
- Contract Length:
- N/A
- Contact Name:
- Login or register to view
- Job Reference:
- AE-TAF01
- Job ID:
- 221942815
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