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Experienced Financial Services Administrator

2 months ago

Nottingham, Nottingham, United Kingdom Brook Street Full time

Company Overview:

Brook Street is a reputable firm specializing in wealth management, providing clients with clear and concise advice on intricate financial products. We are currently in search of a skilled administrator to enhance case processing times and optimize workflow efficiency.

Compensation and Benefits:

  • Competitive salary starting from £22,000, negotiable based on experience
  • 25 days of annual leave plus bank holidays and a day off for your birthday
  • Private health insurance available after one year of service
  • Enhanced pension plan
  • Life insurance coverage
  • Financial assistance for professional development

Position Overview:

  • Prepare comprehensive meeting materials for executive reviews and presentations
  • Draft summary letters post-meetings to highlight key discussion points
  • Complete protection comparison reports, generate quotations, and manage application processes
  • Collect and verify Letters of Authority (LOA) information, ensuring precision before submission
  • Input data into appropriate cash flow modeling systems
  • Conduct introductory calls with new clients to outline services
  • Handle additional administrative responsibilities as required

Candidate Profile:

  • Demonstrated experience in a financial services administrative capacity
  • Exceptional attention to detail to reduce errors and guarantee accuracy
  • Capability to perform under pressure and adhere to deadlines
  • Professional communication skills, both written and verbal
  • Flexible and responsive to evolving business requirements

We encourage applications from all qualified individuals who possess the necessary experience and skills.