Financial Planning Administrator – part-time – Nottingham – £26,000 per annum, pro rata

REF: AH0406

I am seeking an experienced Financial Planning Administrator to work for an excellent, independently run Financial Planning Practice in Nottingham, on a part-time basis.

 

Working as Financial Planning Administrator, you will be supporting the Financial Advisers processing new business which will include, but not be limited to:

  • Sending new business to providers
  • Submitting business on main investment Platform
  • Entering business onto back-office system
  • Managing and updating tasks on back-office system
  • Chasing business through to completion
  • Chasing fees
  • Processing ‘Letters of authority’
  • Managing and updating tasks on back-office system
  • Chasing providers for outstanding information

 

To be considered for this role, it is essential that you have at least one years’ Financial Planning Administration experience and have experience of using Platforms and back-office systems. Knowledge of pensions and investments is also essential.

 

You will be competent with computer literacy, including typing skills and have excellent organisational skills, able to prioritise tasks. You will also have a clear and professional approach, able to liaise with colleagues and clients of all levels over the phone, email and face to face, therefore excellent written and spoken communication skills are a must.

 

This role is being recruiting on part-time basis, ideally over 3 days a week, therefore, please do NOT apply if you are seeking full-time hours.

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

 

Please note

All applications received will be dealt with in the strictest confidence

Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities.