Financial Services Administrator
2 months ago
Nelsons Solicitors is a leading law firm in the East Midlands, providing expert advice to clients across the UK. We are currently seeking an IFA Administrator to join our Investment Management department in Nottingham.
Key Responsibilities- Manage client data using our back office system, Intelliflo office
- Handle general client administration tasks
- Produce accurate valuation and charges statements for client annual reviews
- Process new business and withdrawal requests promptly
- Monitor and progress cases
To be successful in this role, you must possess excellent client care skills, be technically strong with an eye for detail, and have the ability to communicate effectively. You must also be reliable, organised, able to work in a busy environment, possess excellent time management and interpersonal skills, and be enthusiastic.
What We Offer- 25 days' annual leave plus bank holidays and holiday purchase
- Healthcare cash plan
- Travel benefits
- Pension
- Flexible benefits portal
- Income Protection
- Life Assurance
- Discounts on selected legal services
- Hybrid Working
Nelsons Solicitors is a dynamic and growing law firm, committed to empowering our clients and giving them a voice. We are authorised and regulated by the Financial Conduct Authority.
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