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.
Financial Administrator - 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.
Financial Administrator - 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, and 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 a hybrid working of 3 days office-based.