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For Companies At a Glance
- Tasks: Support Financial Planners with research, client valuations, and report writing.
- Company: Join a dynamic team focused on achieving financial excellence.
- Benefits: Enjoy flexible hours, remote work options, and 25 days of annual leave.
- Why this job: Great opportunity to develop skills in a supportive environment with competitive pay.
- Qualifications: Experience in financial services administration and proficiency in Microsoft Office and Xplan required.
- Other info: Company covers exam costs after probation; competitive salary starting at £28,500.
The predicted salary is between 22800 - 34200 £ per year.
Job Description
Financial Services Administrator Job – Nottingham
Your new company
An independent financial services consultancy based in Nottingham.
Your new role
As a Senior Financial Services Administrator, you will support the team of Financial Planners to achieve business objectives and complete tasks to a high standard. Key responsibilities will include providing research, client valuations, processing new business, producing basic suitability reports, liaising with clients and providers and keeping client details up-to-date using the systems Xplan and AWS Morningstar.
What you'll need to succeed
To be successful in this role, the following skills and experience are essential:
- Relevant and evidenced experience in financial services administration
- Numerate with strong analytical skills
- Literate in the Microsoft Office suite, and Xplan or a similar back office system (e.g., Salesforce)
- Ability to interpret data and produce recommendations with evidence
- Experience with report writing
- Proactive nature and ability to organise time to manage your own workflow
- Attention to detail
What you'll get in return
- Competitive salary starting at £28500 depending on relevant experience, qualifications and knowledge
- 35 hours per week with flexibility in these hours and the opportunity to work from home
- 25 days annual leave plus Bank Holidays
- Enrolment in workplace pension scheme after 3 months' service
- Death in Service paid at 2x annual salary
- Examinations and study materials which can be paid for by the company following probation
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
# 4615584
Senior Financial Services Administrator employer: Hays
Contact Detail:
Hays Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Services Administrator
✨Tip Number 1
Familiarize yourself with Xplan and AWS Morningstar, as these are crucial systems for the role. Consider taking online tutorials or courses to enhance your proficiency, which will demonstrate your commitment and readiness to hit the ground running.
✨Tip Number 2
Brush up on your report writing skills. Since producing basic suitability reports is part of the job, practice creating concise and clear reports based on hypothetical data to showcase your analytical abilities during the interview.
✨Tip Number 3
Highlight your experience in financial services administration by preparing specific examples of how you've supported teams in the past. Be ready to discuss how you managed workflows and contributed to achieving business objectives.
✨Tip Number 4
Demonstrate your proactive nature by thinking of ways to improve processes or client interactions. Prepare a few suggestions that could enhance efficiency or client satisfaction, as this will show your initiative and forward-thinking mindset.
We think you need these skills to ace Senior Financial Services Administrator
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize your experience in financial services administration. Provide specific examples of how you've supported teams and achieved business objectives in previous roles.
Showcase Analytical Skills: Demonstrate your numeracy and analytical skills by including instances where you've interpreted data and produced recommendations. Use quantifiable results to strengthen your application.
Familiarity with Software: Mention your proficiency with Microsoft Office, Xplan, or any similar back office systems like Salesforce. If you have experience with AWS Morningstar, be sure to include that as well.
Attention to Detail: Illustrate your attention to detail by providing examples of how you've managed client details and produced reports accurately. This will show your proactive nature and ability to organize your workflow effectively.
How to prepare for a job interview at Hays
✨Showcase Your Financial Services Experience
Be prepared to discuss your relevant experience in financial services administration. Highlight specific examples where you supported financial planners and contributed to achieving business objectives.
✨Demonstrate Analytical Skills
Since strong analytical skills are essential, be ready to explain how you've used data interpretation in past roles. Provide examples of how your recommendations led to positive outcomes.
✨Familiarize Yourself with Xplan and AWS Morningstar
Make sure you understand the functionalities of Xplan and AWS Morningstar. If you have experience with similar systems like Salesforce, be ready to discuss how that knowledge can transfer to this role.
✨Prepare for Report Writing Questions
As report writing is a key responsibility, think about your previous experiences in producing reports. Be ready to discuss your process and any challenges you faced, along with how you overcame them.
