David Allen
Financial Services Administrator
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Join #TeamDA as a Financial Services Administrator
Do you enjoy helping people, staying organised and being part of a supportive team?
We are looking for a Financial Services Administrator to join our dedicated Financial Services team. This is a fantastic opportunity to become part of a professional yet friendly environment where your contribution will make a real difference to both colleagues and clients.
As a key member of the team, you will be responsible for a variety of administrative tasks including managing diaries, arranging client appointments, maintaining accurate records and liaising with clients and providers. Your ability to stay organised, communicate effectively and work accurately will help us continue to deliver an exceptional service.
Whether you already have administrative experience or are looking to develop your skills within financial services, we are looking for someone with enthusiasm, professionalism and a willingness to learn and grow with us.
About The Role
As a Financial Services Administrator, you will provide vital administrative support to our Financial Services team, helping to deliver an efficient, accurate and client focused service.
Working closely with colleagues, clients and providers, you will support the day to day running of the department by managing client information, arranging appointments, maintaining records and ensuring all work is completed to a high standard and in line with regulatory requirements.
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Your Role Will Include
- Managing incoming and outgoing correspondence and maintaining accurate records
- Arranging client appointments and managing team diaries
- Liaising with clients, providers and colleagues in a professional manner
- Updating and maintaining client information within back office systems
- Supporting the preparation of reports and other administrative tasks
- Assisting with fee reconciliations and general departmental administration
- Ensuring work is completed accurately, securely and in compliance with regulations
- Planning and prioritising your workload to meet team deadlines
- Supporting improvements to systems and processes across the department
You will be supported by an experienced and friendly team who will help you develop your knowledge and confidence within financial services administration. This is an excellent opportunity for someone who is organised, detail oriented and looking to build a long term career within a professional and client focused environment.
About David Allen
Established in 1997 and with a team of over 170 dedicated professionals working from our offices based in Carlisle, Dalston, Dumfries, Penrith and Workington. We provide our clients in Cumbria, South West Scotland and further afield, with a full business support package to ensure they can develop and succeed. Our services include specialisms in Accountancy, Tax, Financial Services, Agriculture, IT solutions, Debt Recovery, Payroll, Wills and Probate.
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From the very beginning, David Allen have been committed to great client care – blending the traditional values of business with the enthusiastic hands on attitude of a modern team of professionals.
Read more about our story
In return for dedication and hard work we offer the following company benefits
Working for #TeamDA also brings with it lots of perks, from flexible working to help you manage your other priorities, to free financial advice and a great salary and package, as well as lots of opportunities to grow, develop and progress.
Discover our benefits
Great vision without great people is irrelevant, and our people really are the best. The best at what they do and the best at how they do it. The great thing is, they keep striving to be even better! Our people, their skills and ambitions are as important to us as are our clients. We can’t deliver a great service without great people after all.
Application Process
Please review the full job description and person specification before applying.
To apply, send your CV along with a brief summary explaining why you are a great fit for this role to careers@david-allen.co.uk.
Please note – We do not accept applications from agencies.
We may close applications early if we receive a high volume of interest.
Financial Services Administrator - Person Specification
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