Senior Financial Services Administrator

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.

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

• 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

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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