senior administrator - cheltenham

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job details

cheltenham, south west
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financial services
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working hours
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job description

Would you like to join a leading wealth management company? Do you have previous experience as an administrator within the financial services?

I am looking for a seasoned Administrator who is process orientated and able to identify where processes can be improved. They have to show initiative and have a positive attitude.


* Assist with and oversee the day to day administration for the team, and provide support to senior colleagues dealing with various tasks to ensure the smooth running of the team.
* Communicating with Financial Advisers and clients
* Preparation and processing of all new client documentation and amendments
* Monitoring of transfers of assets/cash from other institutions
* ISA subscriptions and transfers
* Processing of payments clients
* Liaising with colleagues within Business Support regarding administration of client accounts.
* Ensuring client details and reviews are recorded correctly on systems
* General record keeping and electronic filing
* Processing quarterly fees
* Meeting and greeting clients


* Willing to work to obtain qualifications relevant to the role.

If you are interested or would like to know more about the role, please do not hesitate to contact Josie on 02077868091.

Randstad Financial & Professional encourage applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Randstad Financial & Professional acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003


fund administrator