Financial Planning Administrator: Growth, Training & Impact
Inspire Resourcing Ltd
Nottingham
Vor Ort
GBP 25.000 - 35.000
Vollzeit
Vor 4 Tagen
Sei unter den ersten Bewerbenden
Zusammenfassung
A well-established financial planning firm in Nottingham is seeking a detail-oriented Financial Planning Administrator. The role offers high-quality administrative support while providing opportunities to develop in financial planning. Responsibilities include managing new business applications, liaising with product providers, and preparing client communications. Ideal candidates will be organized, detail-oriented, and have a strong understanding of financial planning processes.
Qualifikationen
Strong understanding of financial planning processes and compliance.
Proficient in Microsoft Office applications.
Excellent organizational skills and ability to prioritize.
Aufgaben
Submit new business applications and manage completion.
Liaise with product providers for valuations and quotes.
Prepare annual review letters and client communications.
Kenntnisse
Understanding of financial planning processes and compliance requirements
Proficient in Microsoft Office applications
Organisational skills
Clear and concise communication skills
Attention to detail
Strong interpersonal skills
Ability to manage multiple tasks
Jobbeschreibung
A well-established financial planning firm in Nottingham is seeking a detail-oriented Financial Planning Administrator. The role offers high-quality administrative support while providing opportunities to develop in financial planning. Responsibilities include managing new business applications, liaising with product providers, and preparing client communications. Ideal candidates will be organized, detail-oriented, and have a strong understanding of financial planning processes.
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