Financial Planning Administrator

3 weeks ago


West Bridgford, Nottinghamshire, United Kingdom North Oak Recruitment Full time
About the Role

We are seeking an experienced Financial Planning Administrator to join our team at North Oak Recruitment. The ideal candidate will have a minimum of two years' experience in administration within a financial planning company.

Key Responsibilities

• Processing authority letters and gathering financial data for new clients and annual reviews
• Preparing application forms and client documentation
• Maintaining accurate records and ensuring compliance with regulatory requirements

Requirements

• Proven experience in administration within a financial planning company
• Strong understanding of financial transactions, including investments, insurance policies, sales, fund switches, and withdrawals
• Excellent communication and organizational skills
• Ability to work accurately and efficiently in a fast-paced environment

What We Offer

• Competitive salary and benefits package
• Opportunity to work with a reputable and award-winning company
• Collaborative and supportive team environment

How to Apply

Interested candidates should submit their application, including a cover letter and CV, to North Oak Recruitment.

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