Robin at Service Service Recruitment
Published
October 7, 2019
Location
Norwich, United Kingdom
Category
Job Type
Salary
£26,000.00

Description

My client based in the South of Nottingham City Centre are looking to recruit an experienced (five years plus is desirable) Senior Financial Services Administrator.

My client can offer a very competitive salary of up to £26,000.00 (negotiable) + annual bonus (discretionary). You will draft basic suitability reports and ideally have experience using X Plan and Morning Star (desirable).

Hours of work (35 hours) are 8-4 or 9-5 and finishing at 4 every Friday.

Role details

• You will join a highly motivated team of individuals
• You will provide advanced business support to a Senior Director, working within the agreed business objectives
• You will maintain the highest possible ethical and professional standards at all times
• You will coordinate office activities and operations to secure efficiency and compliance to company policies and the Financial Conduct Authority (FCA) regulations
• You will provide accurate information to the management team when requested

Role Responsibilities

• You will be proactive within this varied role, and able to multi-task whilst providing research, client valuations and processing new business
• A high level of organisation skills required around general financial services administration
• You will compile suitability reports from structured templates
• You will prepare research, agendas and paperwork for client review meetings
• You will be responsible for following process and procedures for both yourself and the Director
• You will act as a liaison point for clients and providers
• You will maintain and update client information, preferably within Xplan and AWS Morningstar
• You will assist the Managing Director and Practice Manager with operational projects where requested
• You will pursue personal development of skills and knowledge necessary for the effective performance of the role

Skills required
• You will be organised – capable of dealing with several tasks in parallel and being able to work on your own initiative
• You must be numerate – have good analytical skills
• You will have an excellent standard of written & verbal communication
• You will have the ability to empathise and build strong business relationships with our clients, other team members and strategic partners
• Attention to detail is paramount
• Capability to work on your own initiative and able to prioritise workloads is essential
• You will be proactive, with the ability to multi-task and possess the ability to search out solutions
• Ability to interpret data and produce recommendations with supporting evidence
• You will be IT Literate and be competent in the use of:

Qualifications/knowledge/experience
• You will have a good working knowledge of Microsoft Office & Outlook
• You will ideally have knowledge of XPLAN Software and AWS Morningstar
• You will have at least 5 years ‘plus relevant experience, within a senior administrational role in Financial Services
• You will preferably have previously worked with Senior Management
• You will have experience within financial report writing
• Any professional qualifications are an advantage such as R01, R02 etc.

Personal Qualities
• You will have a professional and positive attitude
• You will have strong interpersonal skills
• You will have strong organisational skills and efficiency
• You will have the ability to prioritise your own workloads, plus that of the Director
• You will be proactive, with an ability to multi-task
• You will be professional, responsible and courteous manner, alongside discretion in handling confidential information is paramount
• You will have the capability to manage large workflow
• You will deal with confidential matters as required by the Director

Benefits
• An Annual bonus scheme – Discretionary and payable upon the company making a profit. This is payable after two years’ continuous service
• Holidays – 25 days plus bank holidays. Increasing to 30 days in recognition of up to 10 years’ continual service
• Discretionary Long-Term Sickness Policy – tapered and payable up to 3 months
• Death in Service – 2X salary
• Pension – via auto-enrolment with The People’s Pension scheme. Contributions are 3% employer & 5% employee

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