Your new company
An independent financial services consultancy based in Nottingham.
Your new role
As a Senior Financial Services Administrator, you will support the team of Financial Planners to achieve business objectives and complete tasks to a high standard. Key responsibilities will include providing research, client valuations, processing new business, producing basic suitability reports, liaising with clients and providers and keeping client details up-to-date using the systems Xplan and AWS Morningstar.
What you’ll need to succeed
To be successful in this role, the following skills and experience are essential:
*Relevant and evidenced experience in financial services administration
*Numerate with strong analytical skills
*Literate in the Microsoft Office suite, and Xplan or a similar back office system (e.g., Salesforce)
*Ability to interpret data and produce recommendations with evidence
*Experience with report writing
*Proactive nature and ability to organise time to manage your own workflow
*Attention to detail
What you’ll get in return
*Competitive salary starting at £28500 depending on relevant experience, qualifications and knowledge
*35 hours per week with flexibility in these hours and the opportunity to work from home
*25 days annual leave plus Bank Holidays
*Enrolment in workplace pension scheme after 3 months’ service
*Death in Service paid at 2x annual salary
*Examinations and study materials which can be paid for by the company following probation
What you need to do now
If you’re interested in this role, click ’apply now’ to forward an up-to-date copy of your CV, or call us now.
If this job isn’t quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
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