Senior Financial Services Administrator
Nottinghamshire (our Ref AL1318)
Salary £28,500 - £32,000 dep on exp + full benefits package and hybrid working after probation period
My client is an award-winning IFA and they now have an exciting opportunity for an individual with 4 years + experience within a wealth management organisation to join their team as a Senior Financial Services Administrator.
Main responsibilities of the role:
1. To compile basic suitability reports from structured templates. E.g., fund switches, OEIC to ISA, and client review letters
2. Preparing research, agendas, and paperwork for client review meetings
3. Being responsible for following process and procedures
4. To act as a liaison point for clients and providers
5. To maintain and update client information, within Iress Xplan and AWS Morningstar
6. Pursue personal development of skills and knowledge necessary for the effective performance of the role
7. To provide advanced business support for Financial Planners, working within agreed business objectives
8. Maintain compliance to company policies and the Financial Conduct Authority (FCA) regulations including the Consumer Duty
9. Providing accurate information to the management team when requested
10. To be proactive and able to multi-task whilst providing research, client valuations and processing n...