Financial Planning Administrator

ZipRecruiter; Nottingham; On-site; GBP 23,000 - 27,000; Full time

Job summary

A financial services firm in Nottingham is seeking a Financial Services Administrator to support clients and colleagues with administrative duties. Responsibilities include managing client records, preparing documents for meetings, and acting as a contact for client queries. Ideal candidates will have administration experience in financial services and strong IT skills. The role offers a salary starting from £25,000 and opportunities for career development within a collaborative team.

Benefits

Salary from £25,000

Performance-related bonus scheme

Clear career development opportunities

Qualifications

• Previous administration experience within financial services or a similar regulated environment.
• Strong organisational skills with excellent attention to detail.
• Confident IT skills, particularly Microsoft Office (Word, Excel, Outlook).

Responsibilities

• Supporting both clients and colleagues with a range of administrative duties.
• Managing client information and ensuring records remain accurate.
• Preparing key documents, reports, and valuations for meetings.
• Acting as a first point of contact for client queries.
• Coordinating new business applications across a mix of financial products.
• Liaising with providers to monitor progress and resolve queries.

Skills

Administration experience within financial services

Strong organisational skills

IT skills, particularly Microsoft Office

Job description

Job Title: Financial Services Administrator

Location: Nottingham

Salary: From £25,000 per annum + bonus

Contract Type: Permanent, Full Time

Key Responsibilities

• Supporting both clients and colleagues with a range of administrative duties, such as:
• Managing client information and ensuring records remain accurate and compliant
• Preparing key documents, reports, and valuations for meetings
• Acting as a first point of contact for client queries in a professional manner
• Coordinating new business applications across a mix of financial products
• Supporting colleagues with general administration and ad-hoc projects
• Liaising with providers and third parties to monitor progress and resolve queries

Skills & Experience

• Previous administration experience within financial services or a similar regulated environment
• Strong organisational skills with excellent attention to detail
• Confident IT skills, particularly Microsoft Office (Word, Excel, Outlook)

It would also be beneficial if you:

• Have worked with CRM or back-office systems
• Can demonstrate strong communication skills, both written and verbal

What’s on Offer

• Salary from £25,000 depending on experience
• Performance-related bonus scheme
• Supportive team environment with clear career development opportunities

This is a fantastic chance to build your career within a respected organisation that provides tailored client services across investment, retirement, and protection solutions. You’ll join a professional yet approachable team that values accuracy, service, and collaboration, with flexible working to support a positive work-life balance.

Equal Employment Opportunity

We are an equal opportunities employer and welcome applications from all qualified candidates.