Financial Planning Administrator
25,000 - 28,000
Nottingham
Excellent Benefits, 25 Days holiday, Free Parking, Study support,
Flexible hours and an early finish every Friday.
Death in Service, X2 Salary
Our Client are a small and very well established Boutique form of Independent Financial Planners dealing with a client bank of High Net Worth client. They offer a friendly and professional working environment where development is fully encourage and supported. As a result of organic growth they now have an exciting opportunity for an experienced Financial Planning Administrator to join their team based in Nottingham.
Working within a busy team environment, the successful candidate will take full responsibility for providing direct support to one of the company's Directors, where you will undertake extensive administrative tasks including;
1. Responsible for client servicing and the preparation of new business and client review packs for meetings
2. Obtaining accurate client portfolio valuations and production of valuation statements
3. Preparation of paperwork for clients including new applications; servicing forms; trusts; fee agreements; invoices
4. Submission of applications
5. Regular contact with clients and product providers
6. Responsible for client on-boarding and ensurin...