Senior Financial Services Administrator
Salary: £27,000–£33,000 (DOE)
Hours: Monday–Friday, 35 hours per week
Working Arrangement: Office-based for first 6 months, then up to 50/50 hybrid optional
An established and growing financial services firm based in the Ruddington area is seeking an experienced Senior Administrator to join their expanding administrative team. This role is ideal for a highly organised individual with a background in financial services administration who is looking to advance their career within a supportive and professional environment.
About the Role
The Senior Administrator will support senior leadership, advisers, and paraplanners, ensuring an efficient workflow and first-class client experience. You will also be responsible for providing cover during staff absence.
Key Responsibilities
*Preparing meeting packs, documentation, and pre-populated forms for client reviews and presentation meetings
*Drafting post-meeting summary letters
*Processing fund switches and preparing associated paperwork
*Producing FE Analytics performance charts
*Preparing protection comparison reports, quotations, and processing applications
*Gathering LOA information and maintaining client updates
*Scheduling drawdown reviews and obtaining State Pension forecasts
*Completing trust forms in line with industry guidance
*Supporting new administrative projects as required
*Entering data for cashflow modelling
*Conducting onboarding calls for new clients
Skills & Experience Required
*Proven experience in a financial services administrative role
*Strong attention to detail and accuracy
*Ability to manage workloads to meet tight deadlines
*Excellent communication skills (written & verbal)
*Strong IT skills (Word, Excel, PowerPoint)
*Professional and confident telephone manner
*Adaptable, proactive, and able to work both independently and as part of a team
Benefits
*Salary - Up to £33k
*Pension scheme in line with Auto Enrolment requirements
*25 days holiday + Bank Holidays + your birthday off (if a weekday)
*4× salary Death in Service cover
*Private Health Insurance available after 12 months
*Onsite parking available
*Support for relevant study and professional exams
*Company-funded staff events
*Spacious office with optional full-time office working for those who prefer it
If you are interested in this role, please apply below and one of our team will reach out.