Robin at Service Service Recruitment
October 7, 2019
Norwich, United Kingdom
Job Type


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:

• 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

• 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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