Finance Administrator

Finance Administrator 
Nottingham
Monday-Friday, 9am-5pm (office-based)
Salary: £23,000 - £35,000 DOE

Temp to permanent

Harper Recruitment Group is partnering with a small, independent Financial Services firm in Nottingham that is expanding its team. We are seeking an experienced Administrator to join this growing firm, where you'll provide essential support to Financial Advisers. Your role will include client liaison, processing letters of authority, managing pension switches, and handling various applications. This contract will be temporary to permanent for the right candidate.

Key Responsibilities:

• Managing client communications via phone and email
• Processing Letters of Authority (LOAs)
• Sending documents for electronic signatures
• Updating and maintaining spreadsheets
• Generating illustrations and producing valuation statements
• Maintaining and updating electronic client files
• Processing pension switches, ISA/Bond/Pension applications, and disinvestment requests
• Collaborating closely with an experienced Independent Financial Adviser (IFA)
• Opening and scanning mail
• Welcoming clients to the office

Skills and Experience:

• Ability to meet tight deadlines and adapt to evolving business needs
• Experience in processing IFA investment business is desirable
• Proficiency in Word, Excel, and PowerPoint
• Strong communication and interpersonal skills
• Excellent organisational skills and attention to detail

Apply NOW to avoid disappointment!

Please note, due to the high volume of applications, we may not be able to respond to every applicant. If you haven't heard from us within three days, please assume your application was unsuccessful. However, we encourage you to apply for future opportunities.