Financial Administrator - Nottingham

Artemis Recruitment Consultants Ltd; Nottingham; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

A leading Chartered Financial Planning firm in Nottingham is seeking a Financial Administrator to provide administrative support to its Financial Planners. The successful candidate will manage client documentation and financial transactions while ensuring effective communication with clients. This position offers a hybrid working model with three days in the office, complemented by a competitive salary and benefits package.

Benefits

General benefits package

Hybrid working: 3 days office based

Qualifications

• Minimum two years in financial planning administration.
• Familiarity with financial data processing and investment transactions.
• Comfortable using various technology and systems.

Responsibilities

• Process authority letters and client financial data.
• Prepare application forms and client documentation.
• Support financial planners with administrative tasks.

Skills

Administration

Financial Transaction Processing

Client Communication

Data Gathering

Education

Financial Administration Qualifications

Tools

CRM Systems

Project Management Systems

Investment Platforms

Job description

Type of Position: Financial Administrator - Nottingham
Pay: £25k - £30k

Financial Administrator - Nottingham

We are looking for a Financial Administrator for our client, a Chartered Financial Planning firm, based in the Nottingham area. You will be providing administrative support to a group of Financial Planners, specialising in investments and pensions.

Responsibilities:

• Processing authority letters, and gathering financial data for new clients and annual reviews.
• Preparing application forms and client documentation.
• Processing financial transactions on platforms.
• Preparing client reviews, including gathering financial data, updating goals information and setting up meetings.
• Dealing with the post, emails and any correspondence relating to clients or their financial situation.
• Providing administrative support to the financial planners and paraplanners as required.
• Supporting clients with administrative queries and communication as required.
  

Experience:

• Administration experience in a financial planning company for at least two years.
• Experience in processing authority letters and gathering data about a client’s investments, pensions and life assurance policies.
• Understanding of financial transactions including those related to investments, insurance policies, sales, fund switches, withdrawals.
• Financial administration qualifications would be advantageous.
• Comfortable with using different types of technology and systems, including CRM and project management systems, and a range of investment platforms.
  

Our client offers a general benefits package, and hybrid working of 3 days office based. If you would be interested in applying for this position then please submit your CV to [e-mail]

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