One of the UKs largest wealth management firms are looking for an experienced Financial Planning Administrator to join their team in Nottingham.
What will you do?
* Communicate with Financial Advisers and clients.
* Prepare and process all new client documentation and amendments.
* Monitor transfers of assets/cash from other institutions.
* Support with ISA subscriptions and transfers.
* Process payments.
* Liaise with colleagues within Business Support regarding administration of client accounts.
* Ensure client details and reviews are recorded correctly on systems.
* General record keeping and electronic filing.
Those applying for this role must have Administration experience within Financial Services and strong knowledge of Financial Products and Platforms
If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.