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Permanent

Financial Planning Administrator

Nottingham
money-bag 25000.00-25000.00 Annual
Posted Today

Job Title: Financial Services Administrator Location: Nottingham Salary: From £25,000 per annum + bonus Contract Type: Permanent, Full TimeAre you an experienced administrator with a background in financial or professional services? This role offers a great opportunity to join a well-established organisation in Nottingham, providing day-to-day support to a team of advisers while helping deliver excellent service to clients.Key ResponsibilitiesYou ll be supporting both clients and colleagues with a range of administrative duties, such as: Managing client information and ensuring records remain accurate and compliant Preparing key documents, reports, and valuations for meetings Acting as a first point of contact for client queries in a professional manner Coordinating new business applications across a mix of financial products Supporting colleagues with general administration and ad-hoc projects Liaising with providers and third parties to monitor progress and resolve queriesSkills and ExperienceTo be successful in this role, you should have: Previous administration experience within financial services or a similar regulated environment Strong organisational skills with excellent attention to detail Confident IT skills, particularly Microsoft Office (Word, Excel, Outlook)It would also be beneficial if you: Have worked with CRM or back-office systems Can demonstrate strong communication skills, both written and verbalWhat s on Offer Salary from £25,000 depending on experience ..... full job details .....

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