Financial Planning Administrator

Inspire Resourcing Ltd; Nottingham; On-site; GBP 25,000 - 35,000; Full time

Job summary

A well-established financial planning firm in Nottingham is seeking a detail-oriented Financial Planning Administrator. The role offers high-quality administrative support while providing opportunities to develop in financial planning. Responsibilities include managing new business applications, liaising with product providers, and preparing client communications. Ideal candidates will be organized, detail-oriented, and have a strong understanding of financial planning processes.

Qualifications

• Strong understanding of financial planning processes and compliance.
• Proficient in Microsoft Office applications.
• Excellent organizational skills and ability to prioritize.

Responsibilities

• Submit new business applications and manage completion.
• Liaise with product providers for valuations and quotes.
• Prepare annual review letters and client communications.

Skills

Understanding of financial planning processes and compliance requirements

Proficient in Microsoft Office applications

Organisational skills

Clear and concise communication skills

Attention to detail

Strong interpersonal skills

Ability to manage multiple tasks

Job description

We are seeking a detail-oriented and proactive Financial Planning Administrator to join a well-established financial planning team in Nottingham. This role focuses on delivering high-quality administrative, technical, and back-office support to ensure a smooth and compliant service for clients, while providing opportunities to develop knowledge and experience in financial planning. The role also involves supporting and training Junior Administrators within the team.

Key Responsibilities

• Submit new business applications and manage them through to completion, resolving any issues and keeping advisers updated.
• Liaise with product providers to obtain valuations, quotes, and other information for advisers.
• Prepare annual review letters and other client communications.
• Process protection applications, bereavement claims, bond assignments, and surrenders, ensuring timely follow-up.
• Perform fee reconciliation and resolve discrepancies.
• Run reports to ensure adviser payments are accurate and on time.
• Maintain internal logs and back-office records, including DB Transfer Log and Letters of Authority.
• Professionally respond to client queries via telephone and email.
• Manage meeting room bookings, incoming/outgoing post, and document preparation.
• Support the wider support team, providing assistance and training where required.
• Ensure all tasks comply with company policies, procedures, and regulatory requirements.
• Continuously build knowledge and experience in financial planning processes and industry standards.
• Undertake reasonable ad-hoc tasks as required.

Required Skills and Experience

• Strong understanding of financial planning processes and compliance requirements.
• Proficient in Microsoft Office applications.
• Excellent organisational skills, with the ability to prioritise and work independently.
• Clear and concise written and verbal communication skills.
• High attention to detail and accuracy.
• Strong interpersonal skills and a team-oriented approach.
• Flexible, adaptable, and able to manage multiple tasks simultaneously.

Why Apply

This is an exciting opportunity to join a supportive and professional financial planning environment, with excellent opportunities to grow your skills, gain experience, and progress your career in the financial services industry.