Senior Financial Services Administrator

Financial Services Administration

Reference ID



Financial Services Administration


to £26000 + benefits

Contact Person

Angela Liscombe

Job description

Senior Financial Services Administrator

West Bridgford (Our Ref AL999)

Salary to £26,000 pa + generous benefits inc. annual bonus, pension, DIS


Our client, a prestigious IFA in West Bridgford, has an exciting new opportunity for an experienced IFA Administrator to join their team of highly motivated individuals and provide business support to two financial planners.



·        To compile basic suitability reports from structured templates, eg. fund switches, OEIC to ISA and client review letters

·        Preparing research, agendas and paperwork for client review meetings

·        Being responsible for following process and procedures

·        To act as a liaison point for clients and providers

·        To maintain and update client information, within Iress Xplan and AWS Morningstar


Personal Skills and qualities required

·        Organised

·        Pro-active and able to multi-task

·        Numerate with good analytical skills

·        Excellent standard of written & verbal communication

·        Professional and positive attitude

·        Strong interpersonal skills


Qualifications/knowledge/experience required

·        Good working knowledge of Microsoft Office & Outlook

·        Knowledge of XPLAN Software and AWS Morningstar would be an advantage

·        Have at least 4 years plus relevant experience, within a senior administrative role in Financial Services

·        Experience within financial report writing

·        Professional / CII qualifications are an advantage


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