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Permanent

Senior Financial Services Administrator

Nottingham
money-bag 10000-500000 Annual
2836029743
Posted 1 week ago

Financial Services Administrator Job - Nottingham Your new company An independent financial services consultancy based on the outskirts of Nottingham City Centre. 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 administrationNumerate with strong analytical skillsLiterate in the Microsoft Office suite, and Xplan or a similar back office system (e.g., Salesforce)Ability to interpret data and produce recommendations with evidenceExperience with report writingProactive nature and ability to organise time to manage your own workflowAttention to detailWhat you''ll get in return Competitive salary starting at £28500 depending on relevant experience, qualifications and knowledge35 hours per week with flexibility in these hours and the opportunity to work from home25 days annual leave plus Bank HolidaysEnrolment in workplace pension scheme after 3 months'' serviceDeath in Service paid at 2x annual salaryExaminations and study materials which ..... full job details .....

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