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Senior Administrator/Finance

2 months ago

Nottingham, Nottingham, United Kingdom Henson Aslam Financial Management LLP Full time
Senior Administrator/Finance

We are seeking a highly skilled Senior Administrator/Finance to join our team at Henson Aslam Financial Management LLP. As a key member of our office, you will be responsible for providing exceptional administrative support to our financial planning and investment management services.

Key Responsibilities:
  • Provide administrative support to our financial planning and investment management services, including database administration, maintenance, and consolidation.
  • Assist in the development of proposals that meet client needs and concerns, working closely with our team to ensure seamless delivery.
  • Ensure accurate client records, update plans, valuations, and produce reports, utilizing intelligent office software.
  • Process rebalancing, fund switches, contributions, withdrawals, LOAs, and create model portfolios on various platforms, including abrdn, Wrap, Quilter, Royal London, A J Bell, and Scottish Widows.
  • Experience with VCTs, Group Pension, GIP, and DIS is essential.

Requirements:

  • Strong organisational, time management, and customer service skills.
  • Confidence in speaking with a wide variety of clients and providers.
  • Experience with intelligent office software and various platforms.

About Us:

Henson Aslam Financial Management LLP is a well-established office in Lady Bay, West Bridgford, offering a highly personalised financial planning and investment management service. We provide on-road parking and a friendly working environment.