We are looking for a 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. Responsibilities: 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. Experience: 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, and 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.