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 sam@artemisrecruitment.co.uk 

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