Current jobs related to Financial Administrator - Nottingham - Artemis Recruitment Consultants Ltd

  • Financial Services Administrator

    4 months ago

    Nottingham, United Kingdom David Burnell Financial Services Full time

    Full range of office administration tasks including: Speaking to clients on the telephone. Opening and scanning mail. Processing LOAs. Sending documents for electronic signature. Updating spreadsheets. Generating illustrations. Producing valuation statements. Welcoming clients to the office. Updating electronic client files. **Salary**:...

  • Financial Services Administrator

    3 months ago

    Nottingham, United Kingdom David Burnell Financial Services Full time

    **This job is being readvertised due to applicants claiming to have experience when they did not**. The role involves the full range of office administration tasks including: Speaking to clients on the telephone. Opening and scanning mail. Processing LOAs. Sending documents for electronic signature. Updating spreadsheets. Generating...

  • Senior Administrator

    4 days ago

    Nottingham, United Kingdom Henson Aslam Financial Management LLP Full time

    We are looking for a senior administrator to join our friendly well established office in Lady Bay, West Bridgford. There is on road parking. Previous financial services experience essential. We provide a highly personalised financial planning and investment management service. In order to be considered for this unique opportunity candidates need to have:-...

  • Senior Administrator

    4 days ago

    Nottingham, United Kingdom Henson Aslam Financial Management LLP Full time

    We are looking for a senior administrator to join our friendly well established office in Lady Bay, West Bridgford. There is on road parking. Previous financial services experience essential. We provide a highly personalised financial planning and investment management service.In order to be considered for this unique opportunity candidates need to...

  • Senior Administrator

    4 days ago

    Nottingham, United Kingdom Henson Aslam Financial Management LLP Full time

    We are looking for a senior administrator to join our friendly well established office in Lady Bay, West Bridgford. There is on road parking. Previous financial services experience essential. We provide a highly personalised financial planning and investment management service.In order to be considered for this unique opportunity candidates need to...

  • Senior Administrator

    4 days ago

    Nottingham, United Kingdom Henson Aslam Financial Management LLP Full time

    We are looking for a senior administrator to join our friendly well established office in Lady Bay, West Bridgford. There is on road parking. Previous financial services experience essential. We provide a highly personalised financial planning and investment management service. In order to be considered for this unique opportunity candidates need to have:-...

  • Senior Administrator

    4 days ago

    Nottingham, United Kingdom Henson Aslam Financial Management LLP Full time

    We are looking for a senior administrator to join our friendly well established office in Lady Bay, West Bridgford. There is on road parking. Previous financial services experience essential. We provide a highly personalised financial planning and investment management service.In order to be considered for this unique opportunity candidates need to...

  • Senior Administrator

    4 days ago

    Nottingham, United Kingdom Henson Aslam Financial Management LLP Full time

    We are looking for a senior administrator to join our friendly well established office in Lady Bay, West Bridgford. There is on road parking. Previous financial services experience essential. We provide a highly personalised financial planning and investment management service.In order to be considered for this unique opportunity candidates need to...

  • Senior Administrator

    3 days ago

    nottingham, United Kingdom Henson Aslam Financial Management LLP Full time

    We are looking for a senior administrator to join our friendly well established office in Lady Bay, West Bridgford. There is on road parking. Previous financial services experience essential. We provide a highly personalised financial planning and investment management service. In order to be considered for this unique opportunity candidates need to have:-...

  • Senior Administrator

    3 days ago

    Nottingham, United Kingdom Henson Aslam Financial Management LLP Full time

    We are looking for a senior administrator to join our friendly well established office in Lady Bay, West Bridgford. There is on road parking. Previous financial services experience essential. We provide a highly personalised financial planning and investment management service. In order to be considered for this unique opportunity candidates need to have:-...

  • Senior Administrator

    4 days ago

    Nottingham, United Kingdom Henson Aslam Financial Management LLP Full time

    We are looking for a senior administrator to join our friendly well established office in Lady Bay, West Bridgford. There is on road parking. Previous financial services experience essential. We provide a highly personalised financial planning and investment management service.Read on to fully understand what this job requires in terms of skills and...

  • Financial Administrator

    1 day ago

    Nottingham, Nottingham, United Kingdom fabric recruitment Full time

    Financial AdministratorWe are seeking a highly skilled and detail-oriented Financial Administrator 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.Key...

  • Financial Administrator

    1 day ago

    Nottingham, Nottingham, United Kingdom fabric recruitment Full time

    Financial AdministratorWe are seeking a highly skilled and detail-oriented Financial Administrator 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.Key...

  • Financial Administrator

    3 days ago

    Nottingham, Nottingham, United Kingdom GCB Recruitment Full time

    Financial Administrator OpportunityWe are seeking a highly organized and efficient Financial Administrator to join our team at GCB Recruitment. As a Financial Administrator, you will play a crucial role in supporting our clients in the financial planning industry.Key Responsibilities:Process authority letters and gather financial data for new clients and...

  • Financial Administrator

    3 days ago

    Nottingham, Nottingham, United Kingdom GCB Recruitment Full time

    Financial Administrator OpportunityWe are seeking a highly organized and efficient Financial Administrator to join our team at GCB Recruitment. As a Financial Administrator, you will play a crucial role in supporting our clients in the financial planning industry.Key Responsibilities:Process authority letters and gather financial data for new clients and...

  • Financial Administrator

    1 day ago

    Nottingham, Nottingham, United Kingdom GCB Recruitment Full time

    Financial Administrator OpportunityWe are seeking a highly organized and efficient Financial Administrator to join our team at GCB Recruitment. As a Financial Administrator, you will play a crucial role in supporting our clients in the financial planning industry.Key Responsibilities:Process authority letters and gather financial data for new clients and...

  • Financial Administrator

    1 day ago

    Nottingham, Nottingham, United Kingdom GCB Recruitment Full time

    Financial Administrator OpportunityWe are seeking a highly organized and efficient Financial Administrator to join our team at GCB Recruitment. As a Financial Administrator, you will play a crucial role in supporting our clients in the financial planning industry.Key Responsibilities:Process authority letters and gather financial data for new clients and...

  • Financial Administrator

    3 months ago

    Nottingham, United Kingdom Recruit UK Full time

    **Job Title**: Financial Planning Administrator **Industry**:Financial Planning **Location**:Nottingham **Salary**: £18,000 - £20,000 **Job Reference**:7857 Are you looking to start a lucrative career in financial planning? Recruit UK is working with a firm in Nottingham looking to bring on a financial planning administrator to support their team. No...

  • Financial Planning and Analysis Specialist

    2 weeks ago

    Nottingham, Nottingham, United Kingdom financial-advisor Full time

    Job Summary:We are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Goodman Masson. As a Financial Accountant, you will play a critical role in supporting our client's finance team by maintaining robust financial processes, preparing reports, managing payroll, and assisting with audits, budgets, and income tracking.Key...

  • Financial Planning and Analysis Specialist

    2 weeks ago

    Nottingham, Nottingham, United Kingdom financial-advisor Full time

    Job Summary:We are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Goodman Masson. As a Financial Accountant, you will play a critical role in supporting our client's finance team by maintaining robust financial processes, preparing reports, managing payroll, and assisting with audits, budgets, and income tracking.Key...

Financial Administrator

5 months ago

Nottingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

Financial Services

Nottingham

06/04/2023

Type of Position: Financial Administrator - Nottingham
Pay: £25k - £30k

**Financial Administrator - Nottingham**:
We are looking for an experienced 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.

**Responsibilities**:

- Processing authority letters, and gathering financial data for new clients and annual reviews.
- Processing financial transactions on platforms.
- Preparing client reviews, including gathering financial data, updating goals information and setting up meetings.
- Providing administrative support to the financial planners and paraplanners as required.
- Supporting clients with administrative queries and communication as required.

**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, 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.