Financial Administrator

4 weeks ago


Nottingham, Nottingham, United Kingdom GCB Recruitment Full time
Financial Administrator Job Description

We are seeking a highly organized and efficient Financial Administrator to join our team at GCB Recruitment. As a Financial Administrator, you will play a crucial role in supporting our financial planning firm in Nottingham.

Key Responsibilities:
  • Process authority letters and gather financial data for new clients and annual reviews.
  • Prepare application forms and client documentation.
  • Process financial transactions on platforms.
  • Prepare client reviews, including gathering financial data, updating goals information, and setting up meetings.
  • Deal with post, emails, and any correspondence relating to clients or their financial situation.
  • Provide administrative support to financial planners and paraplanners as required.
  • Support clients with administrative queries and communication as required.
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.
  • Understanding of financial transactions, including those related to investments, insurance policies, sales, fund switches, and withdrawals.
  • Financial administration qualifications would be advantageous.
  • Comfortable with using different types of technology and systems, including CRM and project management systems, and a range of investment platforms.
  • Good communication and teamwork skills, with the ability to prioritize your workload.
What We Offer:
  • A competitive salary of £25,000 - £30,000 (depending on experience).
  • 26 days holiday + bank holidays.
  • Life insurance.
  • Online GP service.
  • Onsite parking - paid for by the company.

We are an award-winning financial planning firm in Nottingham, offering great earning potential, career progression, and hybrid work. If you are a motivated and organized individual with a passion for finance, we would love to hear from you.



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