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Senior Financial Services Administrator

North Oak Recruitment Ltd
Job LocationWest Bridgford
EducationNot Mentioned
Salary£21,000 - £26,000 per annum, negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Senior Financial Services AdministratorWest Bridgford (Our Ref AL999)Salary to £26,000 pa + generous benefits inc. annual bonus, pension, DISOur client, a prestigious IFA in West Bridgford, has an exciting new opportunity for an experienced IFA Administrator to join their team of highly motivated individuals and provide business support to a Senior Director.Responsibilities

  • To compile advanced suitability reports from structured templates
  • Preparing research, agendas and paperwork for client review meetings
  • Being responsible for following process and procedures for both yourself and the Director
  • To act as a liaison point for clients and providers
  • To maintain and update client information, preferably within Xplan and AWS Morningstar
  • To assist the Managing Director and Practice Manager with operational projects where requested
    • Personal Skills and qualities required
  • Organised
  • Pro-active and able to multi-task
  • Numerate with good analytical skills
  • Excellent standard of written & verbal communication
  • Professional and positive attitude
  • Strong interpersonal skills
    • Qualifications/knowledge/experience required
  • Good working knowledge of Microsoft Office & Outlook
  • Knowledge of XPLAN Software and AWS Morningstar would be an advantage
  • Have at least 5 years plus relevant experience, within a senior administrative role in Financial Services
  • Experience within financial report writing
  • Professional / CII qualifications are an advantage
    • If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website. Required skills
  • Financial Services
  • Investments
  • Pensions
  • Wealth Management
  • Administration

    • Keyskills :
    Financial Services Investments Pensions Wealth Management Administration

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