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Senior Financial Services Administrator

2 months ago

Rushcliffe Nottinghamshire, United Kingdom North Oak Recruitment Full time £28,500 - £32,000
Senior Financial Services Administrator

North Oak Recruitment is seeking an experienced Senior Financial Services Administrator to join an award-winning IFA. This exciting opportunity is perfect for an individual with 4+ years of experience in a wealth management organization.

Key Responsibilities:
  • Maintain and update client information within Iress Xplan and AWS Morningstar
  • Pursue personal development of skills and knowledge necessary for effective performance
  • 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
  • Ability to interpret data and produce recommendations with supporting evidence
Requirements:
  • At least 4 years of relevant experience in an administration role in Financial Services
  • Experience in report writing
  • Proficiency in Morningstar, XPLAN, and other industry analysis tools
  • Back-office systems, preferably Iress Xplan
  • MS Office and Excel

Salary: £28,500 - £32,000, dependent on experience, plus a full benefits package and hybrid working after the probation period.