Finance Administrator

Gleeson Recruitment Group
26000.00 GBP Annual + 00
04 Feb 2019
25 Feb 2019
Job Type
Contract Type

Finance Administrator

Monday- Friday


GBP20,000- GBP26,000

Gleeson Recruitment Group are working with an innovative and forward thinking financial organisation based in Lichfield with their need to recruit a Financial Administrator on a permanent basis.

This position will offer, variety and development in a fun and relaxed setting.

The role:

  • Providing support to Investment Managers and their staff in order to develop their understanding of the business proposition
  • Developing and managing relationships with financial advisers and platform administrators through understanding their requirements and being an expert in the technology
  • Managing all queries received either by phone, email or letter
  • Processing requests to agreed service levels
  • Supporting the on boarding and set up of the business platform for new customers - this will include the training of the new customers and on site visits
  • Communications to our customers
  • Implementation of new procedures
  • Production of service and user guides

Previous experience working within a financial setting is essential.

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