Financial Administrator Assistant

2 days ago


Nottingham, Nottingham, United Kingdom North Oak Recruitment Ltd Full time

Job Overview:

We are seeking an experienced IFA Administrator to join our team in Nottingham. The successful candidate will be responsible for processing authority letters, gathering financial data, and preparing client documentation.

Salary: c£25,000 (£21,000 - £28,000 based on experience)

About the Role
  • Process authority letters and gather financial data for new clients and annual reviews.
  • Prepare application forms and client documentation.
  • Process financial transactions on platforms.
  • Prepare client reviews, including gathering financial data, updating goals information, and setting up meetings.
  • Deal with post, emails, and correspondence relating to clients or their financial situation.
  • Provide administrative support to financial planners and paraplanners as required.
  • Support clients with administrative queries and communication as required.

Requirements:

  • 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, and 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.
  • Good communicator, team player, and able to prioritise workload.


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