Senior Administrator

2i Recruit Ltd; Guildford; On-site; GBP 100,000 - 125,000; Full time

Job summary

A recruiting organization seeks a highly experienced Administrator to support financial services operations in Guildford. The ideal candidate will have knowledge of various financial products, experience in using XPlan software, and strong Excel skills. The company offers a pension scheme, private medical insurance, performance bonuses, and up to 25 days of annual leave.

Benefits

Company pension scheme

Private Medical Insurance (PMI)

Income Protection (IP)

Discretionary annual bonuses

22 days annual leave

Qualifications

• Experience in financial services with knowledge of financial products.
• Proficient in using XPlan software for fee reconciliation.
• Strong Excel skills for data analysis and report generation.

Responsibilities

• Manage processing of new business for clients, ensuring compliance.
• Provide admin support to financial advisors.
• Liaise confidently with clients and teams to deliver excellent service.

Skills

Financial services knowledge

Client communication

Numeracy skills

Excel proficiency

XPlan software proficiency

Education

Diploma-level qualification in Financial Services

Tools

XPlan software

Microsoft Excel

Job description

Our client is looking for a highly experienced and motivated Administrator to join their growing team in the financial services sector. The ideal candidate will have experience in the financial services industry, with a strong background in administering various financial products.

Company Benefits:

• Company pension scheme.
• Private Medical Insurance (PMI) and other health-related benefits.
• Income Protection (IP) and Death in Service (DIS) coverage.
• Discretionary and performance-related annual bonuses.
• 22 days annual leave, plus one additional day for each year of service, up to a maximum of 25 days.

Key Responsibilities:

• Manage the processing of new business for both individual and corporate clients, ensuring all documentation and regulatory requirements are met in a timely manner.
• Possess extensive knowledge of Investment Bonds (onshore and offshore), ISAs, Venture Capital Trusts (VCTs), pensions (individual and group), Private Medical Insurance (PMI), and Life Insurance-related business.
• Confidently liaise with clients and internal teams over the phone, delivering excellent service while maintaining a professional and approachable manner.
• Be highly skilled in using XPlan software, with a focus on fee reconciliation and other related functionalities. This will be a critical part of your daily tasks.
• Provide comprehensive administrative support to financial advisors and advisory support teams, ensuring smooth operations and compliance with company procedures.
• Demonstrate excellent numeracy skills and proficiency in using Excel for data analysis, reporting, and other administrative tasks.

Experience and Skills Requirements:

• Experience in financial services, with a solid understanding of financial products and services.
• Diploma-level qualification in Financial Services (or working towards) is essential.
• Proficient in using XPlan software, with a particular focus on fee reconciliation features.
• Strong skills in Microsoft Excel, with the ability to analyse data and generate reports.
• Confident and articulate when speaking on the phone with clients and team members.
• A team player who is able to collaborate effectively with advisory and admin teams.
• Excellent numerical ability with an attention to detail and accuracy.

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

Would you like to discuss this job further?
Speak to our recruitment advisors: 01483 414719