Financial Services Administrator

2 weeks ago


Nottingham, United Kingdom Templegate Full time

**Job Title**: Financial Services Administrator

**Location**: Nottingham

**Benefits**:

- Discretionary annual bonus following a year’s service
- 25 days holiday plus Bank Holidays
- Enrolment into the Workplace pension scheme
- Death in Service - 2x salary
- Discretionary Long-Term Sickness Policy
- Examinations and study material paid for by the company

**Salary**: £20,000 ~ £30,000 Depending on Experience

**About the Company**:
This prestigious and excellent reputable firm has a lot to offer the right person. Support is given and they help you grow and progress with your career, they offer a professional approach to Wealth Planning Advice and are looking for Talented individuals to join their team.

**What Your Day to Day Duties Will Include**:

- Administrative support to encompass the processing of new business and client valuations.
- To compile basic suitability reports from structured templates.
- Preparing agendas and paperwork for client review meetings.
- To act as a liaison, point for clients and providers.
- To maintain and update client information within Xplan and AWS Morningstar.
- To assist the Practice Manager with operational projects where requested. Pursue personal development of skills and knowledge necessary for the effective performance of the role.

**What is Needed to Be Considered For This IFA Administrator Role**:

- Good working knowledge of Microsoft Office & Outlook
- Knowledge of XPLAN Software and AWS Morningstar would be an advantage Have at least 2 years’ relevant experience within Financial Services
- Professional qualifications are an advantage.

**Salary**: £20,000.00-£30,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Supplemental pay types:

- Yearly bonus

Ability to commute/relocate:

- Nottingham: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Financial services: 1 year (preferred)

Work Location: One location

Reference ID: 1524



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