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Financial Services Administrator

2 months ago

Nottingham, United Kingdom Harper Recruitment Group Full time

Position: Financial Services Administrator

Location: Nottingham

Hours: Monday-Friday, 9am-5pm (hybrid working)

Salary: Up to £29k (DOE)


We are seeking a skilled Financial Services Administrator to support our clients CEO in enhancing case turnaround times and workflow efficiency. In this role, you will collaborate with the CEO, Advisers, and Paraplanners to ensure exceptional client service.


Key Responsibilities:


  • Prepare meeting packs and post-meeting letters for the CEO.
  • Compile performance charts for client presentations.
  • Complete fund switches, protection reports, and process applications.
  • Manage LOA information, drawdown reviews, and trust forms.
  • Assist with cashflow modelling and various administrative tasks.
  • Conduct onboarding calls with new clients.


Skills and Experience:


  • Ability to meet tight deadlines and adapt to evolving business needs.
  • Strong interpersonal, teamwork, and communication skills.
  • Proven experience in financial services administration.
  • Proficiency in Word, Excel, and PowerPoint.
  • Provide holiday/absence coverage as needed.


Apply NOW to avoid disappointment


Please note, due to the high volume of applications, we are unable to contact all candidates. If you haven’t heard from us within three days, please assume your application was unsuccessful. However, we encourage you to apply for future opportunities.