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Financial Services Administrator

O'Loughlin Recruitment Ltd
Posted 5 days ago, valid for 6 days
Location

Nottingham, Nottinghamshire NG42QU, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

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Sonic Summary

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  • My client, a leading alternative investment provider in the UK, is seeking an Operational Analyst/Financial Services Administrator for their Nottingham office.
  • The role requires a minimum of 3 years of office experience and moderate technical knowledge, focusing on due diligence and data requests for larger Strategic Partnerships clients.
  • Key responsibilities include supporting the Head of SP with account management, client events, and creating compliance literature, as well as liaising between internal teams.
  • Candidates should possess strong analytical and administration skills, attention to detail, and proficiency in Excel, Salesforce, PowerPoint, and Teams.
  • The salary for this position is competitive, reflecting the candidate's experience and qualifications.

Operational Administrator

Responsibilities:

My client is one of the UK’s leading alternative investment providers and they are looking for Operational Analyst/Financial Services Administrator to join their existing team and work out of their Nottingham office. If you are looking to work for a progressive business, please read on!

We are recruiting for an Analyst to join our growing Strategic Partnerships (SP) division.

  • Responsible for due diligence and data requests for larger SP clients
  • Wider business development team due diligence requests
  • Supporting Head of SP and SSPM on larger SP account management
  • Supporting Head of SP with Independent Review House due diligence requests and meetings
  • Supporting execution-only SP account management
  • Supporting Head of SP with SP client events and paid engagement events
  • Creating, updating and distributing sales compliance literature i.e. KIDs
  • Lead liaison between the businesses internal teams i.e. finance and SP division
  • Supporting Head of SP in creation and distribution of SP communications to clients
  • Supporting the creation of new SP content for Manager activity
  • Supporting internal sales team training
  • Presenting at sales team meetings
  • Support for regional business development strategy meetings

What my client is looking for:

  • Moderate level technical knowledge, understanding and expertise
  • Lead for salesforce management
  • Attending SP manager activity and industry events as required
  • Strong attention to detail
  • 3 years+ office experience
  • Strong analytical and administration skills
  • Strong attention to detail
  • Process driven
  • Proficient using Excel/ Salesforce/ PowerPoint/ Teams skills
  • Thorough knowledge of and compliance with policies and procedures.

Due to the overwhelming application response, we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Please note that our client is an equal opportunities employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

SonicJobs' Terms & Conditions and Privacy Policy also apply.