Senior Financial Services Administrator *Location: Nottingham
*Job Type: Full-time
*Salary: £32k
Reed Financial Services are seeking a Senior Financial Services Administrator to join a highly motivated team. This role is ideal for someone with a strong background in financial services administration, looking to maintain the highest ethical and professional standards while supporting Financial Planners.
Day-to-day of the role: *Provide advanced business support for Financial Planners, ensuring alignment with business objectives.
*Maintain compliance with company policies and Financial Conduct Authority (FCA) regulations, including the Consumer Duty.
*Compile basic suitability reports from structured templates, such as fund switches and client review letters.
*Prepare research, agendas, and paperwork for client review meetings.
*Act as a liaison point for clients and providers, maintaining and updating client information within Iress Xplan and AWS Morningstar.
*Pursue personal development to enhance skills and knowledge necessary for effective performance.
Required Skills & Qualifications: *Organised and able to work independently, using initiative.
*Numerate with strong analytical skills and excellent communication abilities.
*Ability to empathise and build strong business relationships.
*Proactive, with the ability to multi-task and search out solutions.
*Competent in report writing, using tools like Morningstar and other industry analysis tools.
*Proficient in back-office systems, preferably Iress Xplan, and MS Office, including Excel.
*At least 4 years of relevant experience in an administrative role within Financial Services.
Personal Qualities: *Professional and positive attitude with strong interpersonal skills.
*Strong organisational skills and efficiency.
*Responsible and courteous manner, with discretion in handling confidential information.
*Capability to manage large workflows.
To apply for the Senior Financial Services Administrator position, please submit your CV and a cover letter detailing your relevant experience and why you are interested in this role.