Nottingham Financial Services Assistant
2 days ago
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:
- Gathering financial data and processing authority letters for new clients and annual reviews.
- Managing financial transactions on various platforms and ensuring accurate records.
- Preparing client reviews, including data collection, goal updates and meeting arrangements.
- Coordinating post, emails and other communications related to clients' financial situations.
- 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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