, , Financial Administrator - Nottingham - Artemis Recruitment Consultants

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Financial Services



Type of Position: Financial Administrator - Nottingham
Pay: £25k - £30k

Financial Administrator - Nottingham

We are looking for an experienced Financial Administrator for our client, a Chartered Financial Planning firm, based in the Nottingham area. You will be providing administrative support to a group of Financial Planners, specialising in investments and pensions.



  • Processing authority letters, and gathering financial data for new clients and annual reviews. 
  • Preparing application forms and client documentation. 
  • Processing financial transactions on platforms.
  • Preparing client reviews, including gathering financial data, updating goals information and setting up meetings. 
  • Dealing with the post, emails and any correspondence relating to clients or their financial situation.
  • Providing administrative support to the financial planners and paraplanners as required. 
  • Supporting clients with administrative queries and communication as required. 


  • Administration experience in a financial planning company for at least two years.
  • Experience in processing authority letters and gathering data about a client’s investments, pensions and life assurance policies.
  • Understanding of financial transactions including those related to investments, insurance policies, sales, fund switches, withdrawals.
  • Financial administration qualifications would be advantageous.
  • Comfortable with using different types of technology and systems, including CRM and project management systems, and a range of investment platforms.

Our client offers a general benefits package, and hybrid working of 3 days office based. If you would be interested in applying for this position then please submit your CV to josie@artemisrecruitment.co.uk 

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