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Financial Administrator

Financial Administrator

Fram Search

Posted 4 days ago, valid for 6 days

London, Greater London EC1R 0WX

Full Time

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Sonic Summary

We are seeking an experienced Financial Administrator for a well-established SME financial planning firm in Nottingham.
The ideal candidate should have a background in financial planning administration and at least 3 years of relevant experience.
Proficiency in CRM systems and Microsoft Office is required, along with strong organizational skills and attention to detail.
The role involves supporting a team of paraplanners and advisers, handling administrative tasks, and ensuring compliance with regulatory requirements.
The salary for this position is competitive, reflecting the candidate's experience and expertise.

Hybrid
Proficiency in CRM systems and Microsoft Office
Background in Financial Planning administration

We are recruiting for an experienced Financial Administrator on behalf of a well-established SME financial planning firm in Nottingham. This role is ideal for someone who sees administration as a career rather than a stepping stone, bringing strong financial planning experience to support a team of paraplanners and advisers. The role involves handling the administrative requirements of the firm, ensuring the smooth processing of new business applications, maintaining accurate client records, liaising with providers, and assisting with compliance tasks. A high level of organisation and attention to detail is essential, as is familiarity with financial products, platforms, and regulatory requirements. This position sits within a friendly and professional environment where teamwork is valued. The firm is looking for someone who enjoys working in a structured administrative role, providing essential support to financial planners while maintaining a strong focus on accuracy and efficiency. A background in financial planning administration, ideally within an IFA or wealth management setting, would be highly beneficial. Proficiency in CRM systems and Microsoft Office, along with the ability to manage workloads effectively, is expected. Please apply in the strictest of confidence.

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