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Financial Services Administrator

Page Personnel | Haywards Heath, United Kingdom | Posted June 20, 2026

Position Overview

  • Financial Services
  • Administration
  • About Our Client

    The company is a small-sized organisation operating within the financial services sector. They are committed to delivering tailored financial solutions and providing exceptional support to their clients.

    Job Description

  • Provide administrative support to the accounting and finance department.
  • Prepare and process client documentation accurately and efficiently.
  • Maintain up-to-date and organised client records.
  • Handle client queries via email and telephone professionally and promptly.
  • Coordinate with internal teams to ensure smooth workflow and data accuracy.
  • Assist in preparing financial reports and presentations for internal and external use.
  • Ensure compliance with relevant regulations and company policies.
  • Support team members with ad-hoc administrative tasks as required.
  • The Successful Applicant

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