Senior Financial Administrator

3 weeks ago


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

Role Overview: We are seeking an experienced Financial Administrator to join our client, an award-winning Nottinghamshire based IFA, in a full-time position. The successful candidate will work from home on Mondays and Fridays, providing a great work-life balance.

Key Responsibilities:

  • Process authority letters and gather data about clients' investments, pensions, and life assurance policies.
  • Understand financial transactions, including investments, insurance policies, sales, fund switches, and withdrawals.
  • Gather information for review, including valuations, charges, and performance, and any other specific information required.
  • Work with different technology and systems, including CRM and project management systems, and a range of investment platforms.
  • Prioritize workload and communicate effectively as a team player.

Requirements:

  • At least two years of administration experience in a financial planning company.
  • Financial administration qualifications are advantageous.

About the Company: Our client is a reputable and award-winning IFA, providing excellent opportunities for career growth and development.



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