Nottingham Financial Services Assistant

2 days ago


Nottingham, Nottingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

Join our dynamic team as a Nottingham Financial Services Assistant

About the Role:

We are seeking an experienced Financial Administrator to assist our financial planners and paraplanners in delivering exceptional client service. This is an excellent opportunity to work in a fast-paced environment and develop your skills in financial administration.

Main Responsibilities:

  1. Gathering financial data and processing authority letters for new clients and annual reviews.
  2. Managing financial transactions on various platforms and ensuring accurate records.
  3. Preparing client reviews, including data collection, goal updates and meeting arrangements.
  4. Coordinating post, emails and other communications related to clients' financial situations.
  5. Providing administrative support to financial planners and paraplanners as required.

Required Skills and Experience:

To excel in this role, you will need:

  • A minimum of two years of administration experience in a financial planning company.
  • Excellent communication and organisational skills.
  • Familiarity with financial transactions, including investments, insurance policies, sales, fund switches and withdrawals.
  • Desirable: financial administration qualifications and proficiency in CRM, project management systems and investment platforms.

Benefits and Working Arrangements:

Our client offers a competitive salary of £27,500 - £32,500 per annum, along with a comprehensive benefits package and a hybrid working arrangement of 3 days office based.

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