Join an award-winning Chartered Financial Planning firm that excels in holistic financial planning for clients with complex needs. This firm is consistently recognized among the Top 100 UK financial planning firms and provides an exceptional opportunity to work in a dynamic and supportive environment.
Key Responsibilities
- Process authority letters and gather financial data.
- Prepare application forms, client documentation, and reviews.
- Support financial planners with administrative tasks and client queries.
About You
- Experience in financial planning administration.
- Proficient with CRM systems and investment platforms.
- Strong communication skills and ability to prioritise workload.
What We Offer
- Ongoing learning and covered training costs.
- Flexible working
- Competitive salary, pension, life insurance, and strong employee well-being focus.
Job Title: Financial Planning Administrator
Location: Nottingham
Salary: £25,000 - £30,000
REF: 9198