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Financial planning administrator

Nottingham (Nottinghamshire)
Permanent
Regional Recruitment Services
Financial planning administrator
Posted: 4 October
Offer description

Job Title: Financial Services Administrator Location: Nottingham Salary: From £25,000 per annum + bonus Contract Type: Permanent, Full Time Are you an experienced administrator with a background in financial or professional services? This role offers a great opportunity to join a well-established organisation in Nottingham, providing day-to-day support to a team of advisers while helping deliver excellent service to clients. Key Responsibilities You’ll be supporting both clients and colleagues with a range of administrative duties, such as: · Managing client information and ensuring records remain accurate and compliant · Preparing key documents, reports, and valuations for meetings · Acting as a first point of contact for client queries in a professional manner · Coordinating new business applications across a mix of financial products · Supporting colleagues with general administration and ad-hoc projects · Liaising with providers and third parties to monitor progress and resolve queries Skills & Experience To be successful in this role, you should have: · Previous administration experience within financial services or a similar regulated environment · Strong organisational skills with excellent attention to detail · Confident IT skills, particularly Microsoft Office (Word, Excel, Outlook) It would also be ...

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