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.