What are the responsibilities and job description for the Senior Financial Services Administrator position at HAYS?
Job Description
Financial Services Administrator Job - Nottingham
Your new company
An independent financial services consultancy based in Nottingham.
Your new role
As a Senior Financial Services Administrator, you will support the team of Financial Planners to achieve business objectives and complete tasks to a high standard. Key responsibilities will include providing research, client valuations, processing new business, producing basic suitability reports, liaising with clients and providers and keeping client details up-to-date using the systems Xplan and AWS Morningstar.
What you'll need to succeed
To be successful in this role, the following skills and experience are essential :
- Relevant and evidenced experience in financial services administration
- Numerate with strong analytical skills
- Literate in the Microsoft Office suite, and Xplan or a similar back office system (e.g., Salesforce)
- Ability to interpret data and produce recommendations with evidence
- Experience with report writing
- Proactive nature and ability to organise time to manage your own workflow
- Attention to detail
What you'll get in return
35 hours per...
Salary : $28,500
