Finance Administrator

3 months ago

Nottingham, United Kingdom Fabric Recruitment Ltd Full time
Finance Administrator
West Bridgford
up to £28,000 DOE
We are seeking a meticulous and dedicated Financial Administrative Specialist to join our client's dynamic team. In this vital role, you will be instrumental in supporting their financial planners and paraplanners by managing various administrative tasks essential for delivering top-tier financial services to their clients.
Description of the role:
Processing authority letters and collecting financial data for new clients and annual reviews.
Preparing application forms and client documentation.
Handling financial transactions on various platforms.
Compiling client reviews, including gathering financial data, updating goal information, and scheduling meetings.
Managing post, emails, and any correspondence related to clients or their financial situations.
Offering administrative support to financial planners and paraplanners as needed.
Assisting clients with administrative queries and communication as required.About you:
Minimum of two years' administrative experience within a financial planning firm.
Skilled in processing authority letters and collecting data on clients' investments, pensions, and life assurance policies.
Comprehensive understanding of financial transactions, including investments, insurance policies, sales, fund switches, and withdrawals.
Proven experience in gathering detailed information for review purposes, such as valuations, charges, performance metrics, and other specific data.
Holding financial administration qualifications is a plus.
Proficient in utilising various technologies and systems, including CRM and project management tools, as well as a variety of investment platforms.
Excellent communication skills, a strong team player, and adept at managing workload priorities effectively.If you are looking to join a company where your expertise will enhance a tradition of excellence and innovation in financial planning, we encourage you to apply today

  • Finance Administrator

    4 months ago

    Nottingham, United Kingdom Nottingham Roman Catholic Diocese Full time

    To support the work of the finance team, including administration of the diocesan fundraising campaign. - Assist in general finance duties within the Finance team. - Supporting members of the finance team in their roles as required. - Support the curial finance & administration team with special projects as required. - Process payments and record...

  • Financial Services Administrator

    1 month ago

    Nottingham, Nottingham, United Kingdom Harper Finance Full time

    Senior AdministratorHarper Finance is seeking an experienced Senior Administrator to join our team in Nottingham. As a key member of our administration team, you will be responsible for overseeing administration workflows and ensuring smooth processes.Key Responsibilities:Oversee administration workflows and ensure smooth processesCommunicate with a wide...

  • Financial Services Administrator

    1 month ago

    Nottingham, Nottingham, United Kingdom Harper Finance Full time

    Senior AdministratorHarper Finance is seeking an experienced Senior Administrator to join our team in Nottingham. As a key member of our administration team, you will be responsible for overseeing administration workflows and ensuring smooth processes.Key Responsibilities:Oversee administration workflows and ensure smooth processesCommunicate with a wide...

  • Financial Services Administrator

    1 month ago

    Nottingham, Nottingham, United Kingdom Harper Finance Full time

    Job Title: Senior AdministratorHarper Finance is seeking an experienced Senior Administrator to join our team in Nottingham. As a key member of our administration team, you will be responsible for overseeing administration workflows and ensuring smooth processes.Key Responsibilities:Oversee administration workflows and ensure smooth processesCommunicate with...

  • Financial Services Administrator

    1 month ago

    Nottingham, Nottingham, United Kingdom Harper Finance Full time

    Job Title: Senior AdministratorHarper Finance is seeking an experienced Senior Administrator to join our team in Nottingham. As a key member of our administration team, you will be responsible for overseeing administration workflows and ensuring smooth processes.Key Responsibilities:Oversee administration workflows and ensure smooth processesCommunicate with...

  • Finance Administrator

    5 months ago

    Nottingham, United Kingdom Browne Jacobson Full time

    **Vacancy details**: **Finance Administrator**: **Vacancy type** - Secretarial/administrative **Level** - Junior **Business area** - Support **Duration** - Permanent **Hours** - Full Time **Location** - Nottingham **Reference number** - G001123 **Duration details** - Full Time **Job title** - Finance Administrator **Team** - Finance **Vacancy...

  • Finance Administrator

    5 months ago

    Nottingham, United Kingdom Julian Bowen Full time

    **About Us** Julian Bowen Limited is an established medium sized business in Nottinghamshire, we pride ourselves on being a professional, customer-centric, and agile business within the marketplace and our goal is to be a company which is committed to our retailers, providing excellent customer service as well as its employees providing in house team...

  • Sales and Lettings Administrator

    4 weeks ago

    Nottingham, Nottingham, United Kingdom Harper Finance Full time

    Job Role: Sales and Lettings AdministratorLocation: Arnold/NottinghamHours: Monday - Friday 8:45am - 6pm and 1 in 4 Saturdays 9am - 3pmWe are seeking a highly organized and detail-oriented Administrator to join our Sales and Lettings team at Harper Finance.This role involves providing administrative support to the sales and lettings team, including:Preparing...

  • Sales and Lettings Administrator

    4 weeks ago

    Nottingham, Nottingham, United Kingdom Harper Finance Full time

    Job Role: Sales and Lettings AdministratorLocation: Arnold/NottinghamHours: Monday - Friday 8:45am - 6pm and 1 in 4 Saturdays 9am - 3pmWe are seeking a highly organized and detail-oriented Administrator to join our Sales and Lettings team at Harper Finance.This role involves providing administrative support to the sales and lettings team, including:Preparing...

  • Sales and Lettings Administrator

    3 weeks ago

    Nottingham, Nottingham, United Kingdom Harper Finance Full time

    Job Role: Sales and Lettings AdministratorLocation: Arnold/NottinghamHours: Monday - Friday 8:45am - 6pm and 1 in 4 Saturdays 9am - 3pmWe are seeking an experienced Administrator to join our Sales and Lettings team at Harper Finance, a leading estate agency in the property industry.This role involves providing administrative support to the sales and lettings...

  • Sales and Lettings Administrator

    3 weeks ago

    Nottingham, Nottingham, United Kingdom Harper Finance Full time

    Job Role: Sales and Lettings AdministratorLocation: Arnold/NottinghamHours: Monday - Friday 8:45am - 6pm and 1 in 4 Saturdays 9am - 3pmWe are seeking an experienced Administrator to join our Sales and Lettings team at Harper Finance, a leading estate agency in the property industry.This role involves providing administrative support to the sales and lettings...

  • Sales and Lettings Administrator

    2 weeks ago

    Nottingham, Nottingham, United Kingdom Harper Finance Full time

    Job Role: Sales and Lettings AdministratorLocation: Arnold/NottinghamHours: Monday - Friday 8:45am - 6pm and 1 in 4 Saturdays 9am - 3pmWe are seeking a highly organized and detail-oriented Sales and Lettings Administrator to join our team at Harper Finance. This role involves providing administrative support to our sales and lettings team, ensuring the...

  • Financial Services Administrator

    1 month ago

    Nottingham, Nottingham, United Kingdom Harper Finance Full time

    Senior Administrator OpportunityWe are seeking an experienced Senior Administrator to join our team at Harper Finance in Nottingham. As a key member of our administration team, you will be responsible for overseeing administration workflows and ensuring smooth processes.Key Responsibilities:Oversee administration workflows and ensure smooth...

  • Financial Services Administrator

    1 month ago

    Nottingham, Nottingham, United Kingdom Harper Finance Full time

    Senior Administrator OpportunityWe are seeking an experienced Senior Administrator to join our team at Harper Finance in Nottingham. As a key member of our administration team, you will be responsible for overseeing administration workflows and ensuring smooth processes.Key Responsibilities:Oversee administration workflows and ensure smooth...

  • Finance Administrator

    5 months ago

    Nottingham, United Kingdom Browne Jacobson Full time

    **Vacancy details**: **Finance Administrator - 6 Month Fixed-Term Contract**: **Vacancy type** - Specialist **Level** - Junior **Business area** - Support **Duration** - Temporary **Hours** - Full time **Location** - Nottingham **Reference number** - JP123 **Duration details** - 6 Month Fixed Term Contract **Job title** - Finance Administrator - 6...

  • Sales and Lettings Administrator

    1 month ago

    Nottingham, Nottingham, United Kingdom Harper Finance Full time

    Job Role: Sales and Lettings AdministratorLocation: Arnold/NottinghamHours: Monday - Friday 8:45am - 6pm and 1 in 4 Saturdays 9am - 3pmWe are seeking a highly organized and detail-oriented Sales and Lettings Administrator to join our team at Harper Finance. This is a fantastic opportunity for an individual to develop their skills and experience in a...

  • Sales and Lettings Administrator

    3 weeks ago

    Nottingham, Nottingham, United Kingdom Harper Finance Full time

    Job Role: Sales and Lettings AdministratorLocation: Arnold/NottinghamHours: Monday - Friday 8:45am - 6pm and 1 in 4 Saturdays 9am - 3pmWe are seeking a highly organized and detail-oriented Sales and Lettings Administrator to join our team at Harper Finance. This role involves providing administrative support to our sales and lettings team, ensuring the...

  • Sales and Lettings Administrator

    3 weeks ago

    Nottingham, Nottingham, United Kingdom Harper Finance Full time

    Job Role: Sales and Lettings AdministratorLocation: Arnold/NottinghamHours: Monday - Friday 8:45am - 6pm and 1 in 4 Saturdays 9am - 3pmWe are seeking a highly organized and detail-oriented Sales and Lettings Administrator to join our team at Harper Finance. This role involves providing administrative support to our sales and lettings team, ensuring the...

  • Sales and Lettings Administrator

    1 month ago

    Nottingham, Nottingham, United Kingdom Harper Finance Full time

    Job Role: Sales and Lettings AdministratorLocation: Arnold/NottinghamHours: Monday - Friday 8:45am - 6pm and 1 in 4 Saturdays 9am - 3pmWe are seeking a highly organized and detail-oriented Sales and Lettings Administrator to join our team at Harper Finance. This is a fantastic opportunity for an individual to develop their skills and experience in a...

  • Sales and Lettings Administrator

    2 weeks ago

    Nottingham, Nottingham, United Kingdom Harper Finance Full time

    Job Role: Sales & Lettings AdministratorLocation: Arnold/NottinghamHours: Monday - Friday 8:45am - 6pm and 1 in 4 Saturdays 9am - 3pmWe are seeking an experienced Administrator to join our team at Harper Finance, a respected company within the property industry.This role involves all aspects of office administration within a busy estate...