Financial Services Administrator

2 days ago


Nottingham, Nottingham, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Title: Financial Services Administrator

Artemis Recruitment Consultants Ltd is looking for a highly motivated and organized Financial Services Administrator to join our team in Nottingham. This role will involve providing administrative support to a group of financial planners, specialising in investments and pensions.

The successful candidate will have at least two years of administration experience in a financial planning company, with a strong understanding of financial transactions including those related to investments, insurance policies, sales, fund switches, and withdrawals.

Key responsibilities:

  • Providing administrative support to financial planners and paraplanners as required.
  • Preparing client reviews, including gathering financial data, updating goals information, and setting up meetings.
  • Dealing with post, emails, and correspondence related to clients or their financial situation.

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.
  • Strong understanding of financial transactions.

Our client offers a competitive salary of £25k-£30k per annum, a benefits package, and a hybrid working arrangement of 3 days office-based.



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