Job Description

Location
Salary
Posted on
Reference
Nottingham
\xc2\xa324000 - \xc2\xa327000
01/12/2023
NJR13993
DESCRIPTION

Financial Planning Administrator
Nottingham
Salary up to \xc2\xa327,000

Our Client is a well-established Chartered Financial Planning Practice based in the Heart of Nottingham City. An excellent opportunity is now available for a Financial Planning Administrator to join their highly successful business.

Our Client maintain an exceptional reputation for providing highly technical bespoke solutions to their clients. The main purpose of the role will involve working closely with the Financial Advisors and Paraplanners in which main responsibilities will;

o Processing new business applications
o Obtaining valuations and assisting in the production of Investment plans
o Assist in production of \'Mindmaps\' for Advisers as a result of discovery/fact find meetings;
o Regular upkeep of electronic filing systems
o Provision of ad-hoc data, analysis and reports
o Welcome clients and visitors to the office
o Responsible for the internal functions related to the managed portfolios
o Writing suitability reports for the financial advisers and support
o Maintain and update relevant office processes, procedures and policies
o Build and maintain a detailed knowledge and understanding of our record keeping requirements.
o Ensure you are able to use the necessary applications and back office systems to deliver your work.

Candidates applying for the role will be polite, have a pro-active manner, and excelllent attention to detail. You will be a team player with excellent organisational and planning skills.

To apply for the role you will have already obtained experience working within a similar business and will have gained knowledge of processing new business in relation to Pensions & Investments.

For further information please contact one of our specialist consultants quoting REF: NJR13993