Junior / Trainee Financial Advice Administrator – Central Nottingham
Salary
17,000 - 21,000 Salary DOE
Location
Nottingham
Job Type
Full Time
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Our client is a financial advice firm who are looking for a junior IFA administrator to join them in their newly acquired office. You will be working in a team of only three people in a busy and exciting business. This adviser has a rapidly growing client base and is looking for someone to help with the everyday administration.
This is an exciting transitional period for the company, a brand new office space and a new support team to support the adviser. A genuine opportunity to be part of an exciting new business which is looking to grow over the coming years.
They are looking for an organised, confident and IT literate individual who is happy to innovate and develop efficient processes in their work.
This is an adviser who works hard to deliver a full financial planning advice service covering matters such as Estate and Wealth Planning, Pre and Post Retirement, Investment and Portfolio management and Financial Protection; and for their Corporate Clients, Employee benefits advice.
The Financial Planning Administrator will;
- Provide assistance to team members and advisors.
- Drafting letters and writing emails.
- Maintaining and developing records.
- Preparation of valuations for investment portfolios.
- Co-ordinating the purchase and sale of investments.
- Assist the advisors with client meeting preparation.
- Assist with project work
- Carry out basic taxation calculations.