Senior Financial Services Administrator - North Oak Recruitment Ltd : Job Details

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.