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Financial Administrator

4 months ago

West Bridgford, United Kingdom MCS Group Full time

MCS Group is delighted to be working in partnership with an award-winning Financial Planning company as they seek an Administrator to work from their Nottingham office on a Hybrid basis.

This individual will be working within a collaborative team supporting the paraplanners and the Financial Planners.
- 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.

**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.

**What we offer**
- All technical qualification and training costs are met by the company.
- Hybrid role
- Salary: Up to £26,000 dependent on experience.
- 26 days holiday + bank holidays
- Pension - up to 6% matching contribution
- Death in service x 3
- Other benefits include: life insurance, online GP service, onsite parking, mobile phone. The company has a strong employee wellbeing focus.
- To speak in absolute confidence about this opportunity please contact Ross Donovan, Specialist Recruitment Consultant at MCS Group, or send an updated CV via the link provided._
- All conversations will be treated in the strictest_