Project Support Administrator (Financial Services)

Recruiter
Resource Management
Location
Somerset
Salary
Competitive
Posted
14 Sep 2017
Expires
20 Sep 2017
Sector
Accounting
Contract Type
Freelance

Project Support Administrator

(c.GBP18K-GBP22K) 12 month FTC

Ref: SAN236

Bristol

Background

Our client is a leading provider of wealth and investment management services to private clients, professional advisers, charities, corporates and institutions. Combined, we manage almost GBP9 billion of client assets from 13 offices across the UK, employing a diverse range of c.500 professionals.

Our client is a AA-rated financial services group that was established in 1918. The Group provides a range of financial products and services to over 10 million clients globally and is listed on the Johannesburg Stock Exchange. We have attained our size, strength and reputation by providing a high quality, personalised service to clients, whatever their stage of life or financial ambitions.

Based in our offices in Bristol; we are currently looking for a Legacy Review Administrator to work on a 12m FTC project in our Client Operations team.

The role

We want to be seen as the very best in the market; not through our eyes, but through the eyes of customers, our colleagues and the wider community. This approach isn't just for our new customers! We want to ensure that our Legacy customers are also treated to the same high standards.

To that accord, your role will be to play a pivotal role within a Legacy Project to ensure the fair treatment of our Legacy clients. Analysing our existing back book, capturing client information by pro-actively communicating by phone, email or letter with these customers. As well as, review and document best practice whilst having awareness of the regulatory requirements.

To get the required insight and information you need for this project you'll need to be a tenacious self-starter who can quickly and confidently build relationships with a wide range of internal stakeholders.

The role is likely to suit candidates with backgrounds in Process Improvement/Compliance/Projects/Risk and have a background within Financial Services.

Skills and experience

Successful candidates are likely to demonstrate the following:

  • Financial Services industry experience
  • Tenacious, self-starter
  • Stakeholder management skills
  • Experience of working on process mapping and process improvement projects
  • Excellent communication and presentation skills

To apply fior this role, please submit your CV in the first instance, successful candidate will be contacted in due course

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