Senior Financial Services Administrator

📍 Location:Nottingham Hybrid (3+ days in the office)

💰 Salary: £28,500 - £32,000 (dependent on experience & qualifications)

📅 Start Date: ASAP

Are you an experienced Financial Services Administrator looking for a new challenge in a dynamic and professional environment? We're looking for a Senior Administrator to join our growing team and provide high-level support to Financial Planners. If you thrive in a fast-paced setting and have a strong background in processing investments, ISAs, VCTs, Trusts, and pension transfers, this could be the perfect opportunity for you!

What You'll Be Doing

✔ Supporting Financial Planners with research, valuations, and processing of new business

✔ Managing client administration including trust work, death benefits, ISAs, IHT, VCT & EIS products

✔ Preparing client meeting materials such as agendas, suitability reports, and review letters

✔ Liaising with clients and providers as a key point of contact

✔ Maintaining compliance with FCA regulations, including Consumer Duty

✔ Working with industry-leading software such as Iress Xplan and AWS Morningstar

What We're Looking For

✅ Minimum 3-4 years experience in financial services administration

✅ Strong knowledge of investments, trusts, and pensions

✅ Excellent organisational skills and ability to multi-task

✅ Proficiency in IT & software tools (Xplan, Morningstar, MS Office)

✅ Professional, proactive, and detail-oriented approach

What We Offer

💷 Salary: Up to £32,000 (DOE & qualifications)

⏰ Flexible working: 35-hour week, early Friday finish (4 PM), hybrid working options

🎓 Career development: Exams & study materials funded after probation

🏖 Holidays: 25 days + Bank Holidays (increasing to 30 with service)

📜 Benefits: Workplace pension, Death in Service (2x salary), Employee Assistance Programme (EAP)

🎯 Annual discretionary bonus (after one year of service)

🚫 Please note: This is a senior administration role with no progression into paraplanning or advisory positions.

📩 Ready to apply? Send your CV today or reach out for more details