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: To compile basic suitability reports from structured templates. E.g., fund switches, OEIC to ISA, and client review letters Preparing research, agendas, and paperwork for client review meetings Being responsible for following process and procedures To act as a liaison point for clients and providers To maintain and update client information, within Iress Xplan and AWS Morningstar Pursue personal development of skills and knowledge necessary for the effective performance of the role To provide advanced business support for Financial Planners, working within agreed business objectives Maintain compliance to company policies and the Financial Conduct Authority (FCA) regulations including the Consumer Duty Providing accurate information to the management team when requested To be proactive and able to multi-task whilst providing research, client valuations and processing new business Skills, Knowledge and Qualifications Required: Organised, be able to prioritise your own workloads and be able to work using your own initiative Numerate - have good analytical skills Excellent standard of written & verbal communication Ability to empathise and build strong business relationships Proactive, with an ability to multi-task and possess the ability to search out solutions Ability to interpret data and produce recommendations with supporting evidence IT Literate and be competent in the use of: Morningstar, XPLAN and other industry analysis tools Back-office systems, preferably Iress Xplan MS Office and Excel Have at least 4 years 'plus relevant experience, within an administration role in Financial Services Experience within report writing 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.