Financial Planning Admin & Compliance Specialist

Inspire Resourcing Ltd; Nottingham; On-site; GBP 26,000 - 29,000; Full time

Job summary

Inspire Resourcing Ltd in Nottingham is hiring a detail-oriented Financial Planning Administrator to join a well-established financial planning team. You will deliver high-quality administrative and back-office support, ensuring compliance and smooth service for clients.

The role involves liaising with advisers and providers, preparing client communications, processing applications, and supporting junior administrators.

Qualifications

• Strong understanding of financial planning processes and compliance.
• Proficient in Microsoft Office.
• Excellent organisational and communication skills.

Responsibilities

• Submit new business applications through to completion and inform advisers of status.
• Liaise with product providers to obtain valuations, quotes and information for advisers.
• Prepare annual review letters and client communications.
• Process protection applications, bereavement claims, bond assignments, and surrenders with follow-up.
• Perform fee reconciliation and resolve discrepancies.
• Run reports to ensure adviser payments are accurate and timely.
• Maintain internal logs and back-office records (e.g., DB Transfer Log).
• Respond to client queries via telephone and email professionally.
• Manage meeting room bookings, post handling, and document preparation.
• Support wider team with training and assistance as required.
• Ensure all tasks comply with company policies and regulatory requirements.
• Continuously build knowledge in financial planning processes and industry standards.
• Undertake reasonable ad-hoc tasks as required.

Skills

Communication

Problem Solving

Teamwork

Time Management

Attention to Detail

Tools

Microsoft Office

Job description

Inspire Resourcing Ltd in Nottingham is hiring a detail-oriented Financial Planning Administrator to join a well-established financial planning team. You will deliver high-quality administrative and back-office support, ensuring compliance and smooth service for clients.

The role involves liaising with advisers and providers, preparing client communications, processing applications, and supporting junior administrators.