Experienced Financial Services Coordinator
2 months ago
We are seeking a skilled Financial Administrator to join our client, a reputable Chartered Financial Planning firm, based in the Nottingham area. As a key member of the team, you will provide administrative support to a group of Financial Planners, specializing in investments and pensions.
Key Responsibilities:
- Process authority letters and gather financial data for new clients and annual reviews.
- Process financial transactions on various platforms.
- Prepare client reviews, including gathering financial data, updating goals information, and setting up meetings.
- Manage correspondence, emails, and post related to clients or their financial situation.
- Provide administrative support to financial planners and paraplanners as required.
Requirements:
- At least two years of administration experience in a financial planning company.
- Experience in processing authority letters and gathering data about clients' 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 are advantageous.
- Comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment platforms.
What We Offer:
Our client provides a comprehensive benefits package and a hybrid working arrangement of 3 days office-based. This role is an excellent opportunity to join a reputable financial planning firm and contribute to the success of the team.
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Experienced Financial Services Coordinator
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Nottingham, Nottingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator - NottinghamWe are seeking a skilled Financial Administrator to provide administrative support to a team of Financial Planners at our client, a Chartered Financial Planning firm based in the Nottingham area.Key Responsibilities:Process authority letters and gather financial data for new clients and annual reviews.Process financial...
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Nottingham, Nottingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator - NottinghamWe are seeking a skilled Financial Administrator to provide administrative support to a team of Financial Planners at our client, a Chartered Financial Planning firm based in the Nottingham area.Key Responsibilities:Process authority letters and gather financial data for new clients and annual reviews.Process financial...
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