Experienced Financial Services Coordinator

2 months ago


Nottingham, Nottingham, United Kingdom Artemis Recruitment Consultants Ltd Full time
Financial Administrator - Nottingham Area

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:

  1. Process authority letters and gather financial data for new clients and annual reviews.
  2. Process financial transactions on various platforms.
  3. Prepare client reviews, including gathering financial data, updating goals information, and setting up meetings.
  4. Manage correspondence, emails, and post related to clients or their financial situation.
  5. Provide administrative support to financial planners and paraplanners as required.

Requirements:

  1. At least two years of administration experience in a financial planning company.
  2. Experience in processing authority letters and gathering data about clients' investments, pensions, and life assurance policies.
  3. Understanding of financial transactions, including those related to investments, insurance policies, sales, fund switches, and withdrawals.
  4. Financial administration qualifications are advantageous.
  5. 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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