Financial Administrator

Are you an organised and efficient Financial Administrator with 2 years of experience and have dealt with Pensions and life assurance policies? Our clients are currently looking due to their continuous growth and can offer career progression and the opportunity to join an expanding business. 

Our clients are a well-established, award-winning Financial Planning firm in Nottingham. For the right individual, they are offering great earning potential, career path, and hybrid work. 

Working hours:

• Monday to Friday (Hybrid – 3 days in the office)

The successful Financial Administratorwill be offered:

• £25,000 - £30,000 Basic (depending on experience)
• 26 days holiday + bank holidays
• Life insurance
• Online GP service
• Onsite parking - paid for by the company

To be considered for the Financial Administrator role you must have the following:

• Administration experience in a financial planning company for at least two years.
• Experience in processing authority letters and gathering data about a client’s investments, pensions and life assurance policies.
• Understanding of financial transactions including those related to investments, insurance policies, sales, fund switches, withdrawals.
• Experience in gathering information for review including valuations, charges and performance and any other specific information required.
• Financial administration qualifications would be advantageous.
• Comfortable with using different types of technology and systems, including CRM and project management systems, and a range of investment platforms.
• You must be a good communicator, a team player, and able to prioritise your workload.

As a Financial Administrator, your role will involve:

• Processing authority letters, and gathering financial data for new clients and annual reviews.
• Preparing application forms and client documentation.
• Processing financial transactions on platforms.
• Preparing client reviews, including gathering financial data, updating goals information and setting up meetings.
• Dealing with post, emails and any correspondence relating to clients or their financial situation.
• Providing administrative support to the financial planners and paraplanners as required.
• Supporting clients with administrative queries and communication as required.