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8 months ago
Ecruit Sales
Salary: £26k per year
Location: Nottingham
Job type: Permanent
Contact: DG Partnership
Category: Finance Office Jobs

Senior Financial Services Administrator – up to £26k DOE + Benefits – Nottingham, UK

The Role

We are looking for an experienced and capable Senior Financial Services Administrator to join a highly motivated team of individuals based in our offices in West Bridgford, Nottingham. The successful candidate will have a high level of organisation skill around general financial services administration, able to multi-task whilst proactively providing research, client valuations and processing new business.

You will be providing advanced business support to a busy Senior Director, working within agreed business objectives, as well as operating and adhering to company compliance policies and the Financial Conduct Authority (FCA) regulations. This is an exciting opportunity to develop your career with a dynamic company.

The key responsibilities of a Senior Financial Services Administrator include, but are not limited to:

  • Compiling basic suitability reports from structured templates
  • Preparing research, agendas and paperwork for client review meetings
  • Being responsible for following process and procedures for both yourself and the Director
  • Acting as a liaison point for clients and providers
  • Maintaining and update client information, preferably within Xplan and AWS Morningstar
  • Assisting the Practice Manager with operational projects where requested
  • Pursuing personal development of skills and knowledge necessary for the effective performance of the role

The Company

Established in 1997, Cockburn Lucas Independent Financial Consulting Limited are a Chartered Financial Planning Company, provide reliable and trustworthy independent financial advice to private clients, companies and family trusts. We also have a specialist female arm to our Company, being CL4Women, designed to provide financial planning by women, for women.

Based in our West Bridgford, Nottingham office, our highly qualified team pride themselves in providing reliable financial advice on areas such as retirement planning, defined benefit pension transfers, inheritance tax planning, individual pension schemes and protection.

The Benefits

The benefits of being a Senior Financial Services Administrator are:

  • Competitive salary depending on experience and knowledge + discretionary annual bonus scheme
  • Workplace pension, discretionary long-term sickness policy + death in service
  • 25 days holiday plus bank holidays + opportunities for discretionary flexible working, which are under discussion

The Person

The key skills and qualities of a Senior Financial Services Administrator:

  • At least 5 years’ relevant experience, within a senior administrational role in financial services, having preferably worked with senior management
  • Highly organised, capable of dealing with several tasks in parallel and being able to work on your own initiative with great attention to detail
  • Excellent communication and interpersonal skills, able to empathise and build strong business relationships with our clients, other team members and strategic partners
  • Strong numerical and analytical skills, able to interpret data and produce basic recommendations with supporting evidence; and has experience within financial report writing
  • Professional, responsible and courteous manner, alongside discretion in handling confidential information is paramount
  • IT literate; and preferably competent in the use of Morningstar and other industry analysis tools, back office systems (preferably Xplan), and Microsoft Office
  • Full training will be provided, alongside financial support for financial exams

If you are keen on joining this exciting, forward thinking company and taking the next step in your career, then please click the apply now button to find out more.

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