Finance Administrator
Permanent
Nottingham
£25000 - £28000 per annum

Finance Administrator

West Bridgford

up to £28,000 DOE

We are seeking a meticulous and dedicated Financial Administrative Specialist to join our client's dynamic team. In this vital role, you will be instrumental in supporting their financial planners and paraplanners by managing various administrative tasks essential for delivering top-tier financial services to their clients.

Description of the role:

  • Processing authority letters and collecting financial data for new clients and annual reviews.
  • Preparing application forms and client documentation.
  • Handling financial transactions on various platforms.
  • Compiling client reviews, including gathering financial data, updating goal information, and scheduling meetings.
  • Managing post, emails, and any correspondence related to clients or their financial situations.
  • Offering administrative support to financial planners and paraplanners as needed.
  • Assisting clients with administrative queries and communication as required.

About you:

  • Minimum of two years' administrative experience within a financial planning firm.
  • Skilled in processing authority letters and collecting data on clients' investments, pensions, and life assurance policies.
  • Comprehensive understanding of financial transactions, including investments, insurance policies, sales, fund switches, and withdrawals.
  • Proven experience in gathering detailed information for review purposes, such as valuations, charges, performance metrics, and other specific data.
  • Holding financial administration qualifications is a plus.
  • Proficient in utilising various technologies and systems, including CRM and project management tools, as well as a variety of investment platforms.
  • Excellent communication skills, a strong team player, and adept at managing workload priorities effectively.

If you are looking to join a company where your expertise will enhance a tradition of excellence and innovation in financial planning, we encourage you to apply today!

Want to know more about this position? Contact Katie
Apply now.
By uploading your CV, applying to one of our advertised roles or asking us to act on your behalf to find suitable relevant employment, you confirm that you have read and agree to use of your data in accordance with our data privacy policy
Related Vacancies.
Finance
Bookkeeper
Permanent
Colwick
£25000 - £30000 per annum
View 
Finance
Credit Control Team Leader
Permanent
Nottingham
£30000 - £35000 per annum
View 
Finance
Finance Administrator
Permanent
Nottingham
£25000 - £28000 per annum
View 
Finance
Sales Ledger Administrator
Permanent
Nottingham
Up to £23795.00 per annum
View