Financial Planning Administrator - Nottingham, United Kingdom - Search Consultancy

Search Consultancy
Search Consultancy
Verified Company
Nottingham, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
Financial Planning Administrator

Nottingham

Up to £32,000 basic + market leading benefits package, free city centre parking, bonus, agile home/office working, defined career progression

Highly respected Independent Financial Adviser organisation in Nottingham are looking to add to their successful Financial Planning support team. I require an enthusiastic and experienced Financial Planning Administrator for this fantastic opportunity


Experience in a Financial Services environment is essential as you will be required to hit the ground running (although full training on the internal company processes/procedures/systems will of course be provided).

In return you can receive a market leading salary fantastic benefits package, bonus, flexi working, free city centre parking and career development.


  • Have at least 1 years experience carrying out an administration/sales support role within a Financial Services Advice environment.
  • Detailed and working knowledge of regulatory requirements.
  • Experience and knowledge of investments, pension plans and other financial products.
  • Strong IT skills; basic MS Office package.
  • Excellent organisational and communication skills.
  • Strong numeracy skills.

The main duties of this role include:

  • Liaising with clients, fund managers, solicitors and accountants daily.
  • Processing and monitoring complex business.
  • Completing FCA compliant transactions.
  • Obtaining information from fund managers.
  • Sending letters of authority.
  • Working closely with advisers.
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