Financial Planning Administrator - Nottingham, United Kingdom - Page Personnel - UK

Page Personnel - UK

Verified Company

Nottingham, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Leading wealth management business

Great company to work for

About Our Client:

The role will be supporting the front office, Investment Managers and Financial Planners in an administrative function.

On a day to day basis, you will be play a key role in a team providing support for other senior colleagues dealing with various tasks ro ensure the smooth running of the team.

Day to day responsibilities include:

Processing all new client documentation and amendments
Monitoring of transfers of assets/cash
ISA subscriptions and transfers
Processing of client payments
Administering of client accounts
Ensuring client details and reviews are recorded correctly on systems
General record keeping and filing
New business and account administration
Responsible for corporate actions
Preparing for client meetings and producing client advice review documents
Liaising with stakeholders internally and third party providers

The Successful Applicant:

The successful Financial Planning Administrator must have:

Similar experience in an IFA / financial planning firm
Strong administration skills with a high level of attention to detail and accuracy
Ideally have worked in a financial services environment
Good knowledge of Excel and other Microsoft packages
Strong communication skills
Strong organisational skills and able to work to deadlines
Flexible and willing to support junior/senior members of the team
Strong desire to learn and progress

What's on Offer:

The successful applicant for the Financial Planning Administrator role will get: