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Senior Financial Services Administrator

North Oak Recruitment Ltd
Posted 18 days ago, valid for 7 days
Location

Newark, Nottinghamshire NG228LA, England

Salary

£30,000 - £36,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Senior Financial Services Administrator position is available in Nottinghamshire, offering a salary between £28,500 and £32,000 depending on experience, along with a full benefits package and hybrid working after the probation period.
  • The role requires a minimum of 4 years of experience within a wealth management organization.
  • Key responsibilities include compiling suitability reports, preparing paperwork for client meetings, and maintaining client information using Iress Xplan and AWS Morningstar.
  • Candidates should possess strong organizational skills, analytical abilities, and excellent communication skills, along with proficiency in relevant IT systems.
  • Interested applicants are encouraged to apply with an up-to-date CV, with responses expected within 10 days.

Senior Financial Services Administrator

Nottinghamshire (our Ref AL1318)

Salary £28,500 - £32,000 dep on exp + full benefits package and hybrid working after probation period

My client is an award-winning IFA and they now have an exciting opportunity for an individual with 4 years + experience within a wealth management organisation to join their team as a Senior Financial Services Administrator.

Main responsibilities of the role:

  • To compile basic suitability reports from structured templates. E.g., fund switches, OEIC to ISA, and client review letters
  • Preparing research, agendas, and paperwork for client review meetings
  • Being responsible for following process and procedures
  • To act as a liaison point for clients and providers
  • To maintain and update client information, within Iress Xplan and AWS Morningstar
  • Pursue personal development of skills and knowledge necessary for the effective performance of the role
  • To provide advanced business support for Financial Planners, working within agreed business objectives
  • Maintain compliance to company policies and the Financial Conduct Authority (FCA) regulations including the Consumer Duty
  • Providing accurate information to the management team when requested
  • To be proactive and able to multi-task whilst providing research, client valuations and processing new business

Skills, Knowledge and Qualifications Required:

  • Organised, be able to prioritise your own workloads and be able to work using your own initiative
  • Numerate - have good analytical skills
  • Excellent standard of written & verbal communication
  • Ability to empathise and build strong business relationships
  • Proactive, with an ability to multi-task and possess the ability to search out solutions
  • Ability to interpret data and produce recommendations with supporting evidence
  • IT Literate and be competent in the use of:
  • Morningstar, XPLAN and other industry analysis tools
  • Back-office systems, preferably Iress Xplan
  • MS Office and Excel
  • Have at least 4 years 'plus relevant experience, within an administration role in Financial Services
  • Experience within report writing

If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.