Financial Services Administrator Director support Nottingham Hybrid working available after probation Up to £33,000 - depending on experience Overview: Due to continued growth, our friendly, successful, and professional financial services client is looking to recruit an Administrator to join their team. The role will be to assist the CEO in improving case turnaround times and workflow efficiency to ensure an enhanced client experience. This role will work closely with the CEO, Advisers and Paraplanners to ensure the clients needs are met. Key Duties: Preparation of meeting packs for CEO to complete reviews and presentation meetings when signing up new business. Preparation of Post Meeting Letters Completion of fund switches and creating relevant paperwork. Completion of performance charts for use in presentation meeting packs Completion of protection comparison reports, quotations, and processing applications Collation of relevent information, either via file note or in writing, ensuring all relevant information received. Booking of Drawdown Reviews ensuring State Pension Forecast received prior to meeting. Completion of trust forms in line with guidance and support resources. Take lead on new admin-related projections that become relevant Input of data on relevant cashflow modelling systems to assist CEO with case construction. Undertake all tasks relating to the PA role when required to provide holiday/sickness cover, etc. Onboarding calls to new clients to discuss the se