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For Companies At a Glance
- Tasks: Support Financial Planners with research, client valuations, and report writing.
- Company: Join an independent financial services consultancy in Nottingham.
- Benefits: Enjoy flexible hours, remote work options, and 25 days annual leave.
- Why this job: Be part of a proactive team making a real impact in financial services.
- Qualifications: Experience in financial services administration and strong analytical skills required.
- Other info: Competitive salary starting at £28,500 and study support after probation.
The predicted salary is between 22800 - 34200 £ per year.
An independent financial services consultancy based in Nottingham.
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
- Keeping client details up-to-date using the systems Xplan and AWS Morningstar
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
Competitive salary starting at £28,500 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.
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.
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
Familiarise yourself with Xplan and AWS Morningstar, as these are key systems used in the role. Consider taking online tutorials or courses to boost your confidence and proficiency in these tools.
✨Tip Number 2
Brush up on your report writing skills. Practice creating concise and clear reports that include data interpretation and recommendations, as this will be a significant part of your responsibilities.
✨Tip Number 3
Network with professionals in the financial services sector. Attend industry events or join relevant online forums to connect with others who can provide insights or even referrals for the position.
✨Tip Number 4
Demonstrate your proactive nature by preparing questions about the company and its objectives. This shows your genuine interest in the role and helps you stand out during any interviews.
We think you need these skills to ace Senior Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services administration. Emphasise your analytical skills and familiarity with systems like Xplan or similar back office systems.
Craft a Strong Cover Letter: Write a cover letter that showcases your proactive nature and attention to detail. Mention specific examples of how you've successfully managed workflows and produced reports in previous roles.
Highlight Relevant Skills: In your application, clearly outline your numeracy and literacy skills, particularly in relation to Microsoft Office and report writing. This will demonstrate your capability to interpret data and make recommendations.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Attention to detail is crucial in this role, so ensure your application reflects that quality.
How to prepare for a job interview at Hays
✨Showcase Your Financial Knowledge
Make sure to brush up on your financial services knowledge before the interview. Be prepared to discuss relevant regulations, market trends, and how they impact client decisions. This will demonstrate your expertise and commitment to the role.
✨Familiarise Yourself with Xplan and AWS Morningstar
Since the role requires experience with Xplan and AWS Morningstar, take some time to familiarise yourself with these systems. If possible, practice using them or review their functionalities so you can confidently discuss your experience during the interview.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to manage client relationships. Think of examples from your past experience where you successfully handled challenging situations or provided valuable insights to clients.
✨Highlight Your Attention to Detail
Attention to detail is crucial in this role. Prepare to provide examples of how you've ensured accuracy in your work, whether it's through report writing or data management. This will help reinforce your suitability for the position.
