Nottingham, Office Based, but will consider hybrid
Salary: Up to £25,000 DOE
We are delighted to be working with a multi-award winning holistic firm with a great reputation, who look to go the extra mile for high net worth clients and building a sense of community.
General Overview
Varied role within an ever-growing busy team who cover a range of responsibilities.
Key responsibilities involve arranging client transactions, providing valuations, switching funds, providing support for CRM system, booking appointments, and adhoc projects.
Opportunity for sponsored financial services relevant exams.
Key Responsibilities
Provide efficient and effective administration as requested by the client and adviser.
Responsibilities include processing new business applications and obtaining valuations.
Assisting in producing reports.
Monitoring progress on applications and other transactions with platforms and providers.
Immediately raising issues with the relevant client service team.
About You
A minimum 2+ years experience in financial or other professional services
Passionate, client centred, and dedicated to excellence
Appetite for learning and personal growth
Team player with willingness to support others
Keen eye for detail and ‘can do / will do attitude’
Benefits
28 days holiday + Bank Holidays
Pension scheme, & death in service
Income protection plan & private medical Insurance
IFA Administrator, Nottingham (NT-1941)
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