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Financial Services Administrator

2 months ago

Nottingham, United Kingdom Harper Recruitment Full time

Finance Administrator
Nottingham
Monday-Friday, 9am-5pm (fully office-based)
Salary: 22 k - 35k doe

Harper Recruitment Group is partnering with an independent Financial Services firm in Nottingham that is expanding its team. We are seeking an experienced Administrator to join this growing firm, where you'll provide essential support to Financial Advisers. Your role will include client liaison, processing letters of authority, managing pension switches, and handling various applications.

This is initally a temporary role with the oppurtunity of a permanent position following a successful temporary period.

Key Responsibilities:

  • Managing client communications via phone and email
  • Processing Letters of Authority (LOAs)
  • Sending documents for electronic signatures
  • Updating and maintaining spreadsheets
  • Generating illustrations and producing valuation statements
  • Maintaining and updating electronic client files
  • Processing pension switches, ISA/Bond/Pension applications, and disinvestment requests
  • Collaborating closely with an experienced Independent Financial Adviser (IFA)
  • Opening and scanning mail
  • Welcoming clients to the office

Skills and Experience:

  • Ability to meet tight deadlines and adapt to evolving business needs
  • Experience in processing IFA investment business is desirable
  • Proficiency in Word, Excel, and PowerPoint
  • Strong communication and interpersonal skills
  • Excellent organisational skills and attention to detail
Apply NOW to avoid disappointment
Due to the large volume of applications we receive, we are unfortunately unable to contact all candidates. If you have not heard from a consultant within the next three days, please assume that you have not been successful on this occasion. Please do not hesitate to apply for other suitable roles in the future.