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Financial Services Administrator
2 months ago
Harper Finance is seeking an experienced Senior Administrator to join our team in Nottingham. As a key member of our administration team, you will be responsible for overseeing administration workflows and ensuring smooth processes.
Key Responsibilities:- Oversee administration workflows and ensure smooth processes
- Communicate with a wide range of clients and providers
- Collaborate with the team to develop tailored proposals that meet client needs
- Process rebalancing, fund switches, contribution, withdrawals
- Carry out general admin and compliance for both new and existing business
- Support the training and development of other coworkers
- Manage and maintain client database
- Ensure accurate client records, valuations, and reports
- Financial Services experience (this is a must)
- Proficiency in Intelligent Office is essential
- Exceptional organisational, time management, and customer service skills
- Ability to meet tight deadlines and adapt to evolving business needs
- Strong interpersonal, teamwork, and communication skills
- Prior experience using various platforms such as abrdn Wrap, Quilter, Royal London
At Harper Finance, we are committed to providing a supportive and dynamic work environment. As a Senior Administrator, you will have the opportunity to work with a talented team and contribute to the success of our organisation. We also offer a competitive salary and benefits package.
