Job Description

Our client, a Nottingham-based wealth management service, offers clear and straightforward guidance on complex financial products. They are seeking an experienced administrator to improve case turnaround times and enhance workflow efficiency.

Salary and Benefits:

• Starting from £22,000, negotiable based on experience
• 25 days holiday plus bank holidays and your birthday off
• Private health insurance available after the first year
• Enhanced pension scheme
• Death in service benefit
• Financial support for further qualifications

Location:

• NG2 Nottingham

Your Role:

• Prepare meeting packs for the CEO to support reviews and presentations
• Draft post-meeting letters summarizing key points from review meetings
• Complete protection comparison reports, quotations, and process applications
• Gather and analyze LOA information, ensuring accuracy before passing to the CEO
• Input data into relevant cashflow modeling systems
• Conduct onboarding calls with new clients to discuss services
• Manage additional administrative tasks as needed

Ideal Candidate:

• Proven experience in a financial services administration role
• Strong attention to detail to minimize errors and ensure accuracy
• Ability to work under pressure and meet deadlines
• Professional communication skills, both written and verbal
• Adaptable and responsive to changing business needs

We welcome applications from all individuals with the relevant experience and skills. Apply now to find out more about this opportunity!