Ifa Administrator

Senior Financial Services Administrator

• Location: Nottingham
• Job Type: Full-time
• Salary: £32k

Reed Financial Services are seeking a Senior Financial Services Administrator to join a highly motivated team. This role is ideal for someone with a strong background in financial services administration, looking to maintain the highest ethical and professional standards while supporting Financial Planners.

• Provide advanced business support for Financial Planners, ensuring alignment with business objectives.
• Maintain compliance with company policies and Financial Conduct Authority (FCA) regulations, including the Consumer Duty.
• Compile basic suitability reports from structured templates, such as fund switches and client review letters.
• Prepare research, agendas, and paperwork for client review meetings.
• Act as a liaison point for clients and providers, maintaining and updating client information within Iress Xplan and AWS Morningstar.
• Pursue personal development to enhance skills and knowledge necessary for effective performance.

• Organised and able to work independently, using initiative.
• Numerate with strong analytical skills and excellent communication abilities.
• Ability to empathise and build strong business relationships.
• Proactive, with the ability to multi-task and search out solutions.
• Competent in report writing, using tools like Morningstar and other industry analysis tools.
• Proficient in back-office systems, preferably Iress Xplan, and MS Office, including Excel.
• At least 4 years of relevant experience in an administrative role within Financial Services.

• Professional and positive attitude with strong interpersonal skills.
• Strong organisational skills and efficiency.
• Responsible and courteous manner, with discretion in handling confidential information.
• Capability to manage large workflows.

To apply for the Senior Financial Services Administrator position, please submit your CV and a cover letter detailing your relevant experience and why you are interested in this role.