Senior Financial Services Administrator
Location:Nottingham Hybrid (3+ days in the office)
Salary: £28,500 - £32,000 (dependent on experience & qualifications)
📅 Start Date: ASAP
Are you an experienced Financial Services Administrator looking for a new challenge in a dynamic and professional environment? We’re looking for a Senior Administrator to join our growing team and provide high-level support to Financial Planners. If you thrive in a fast-paced setting and have a strong background in processing investments, ISAs, VCTs, Trusts, and pension transfers, this could be the perfect opportunity for you!
What You’ll Be Doing
✔ Supporting Financial Planners with research, valuations, and processing of new business
✔ Managing client administration including trust work, death benefits, ISAs, IHT, VCT & EIS products
✔ Preparing client meeting materials such as agendas, suitability reports, and review letters
✔ Liaising with clients and providers as a key point of contact
✔ Maintaining compliance with FCA regulations, including Consumer Duty
✔ Working with industry-leading software such as Iress Xplan and AWS Morningstar
What We’re Looking For
✅ Minimum 3-4 years experience in financial services administration
✅ Strong knowledge of investments, trusts, and pensions
✅ Excellent organisational skills and ability to...