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Financial Planning Administrator

Regional Recruitment Services

Nottingham

On-site

GBP 60,000 - 80,000

Full time

Today
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Job summary

A recruitment firm in Nottingham is looking for a Financial Services Administrator to support a team of advisers. In this role, you will manage client information, prepare documents, and coordinate business applications. Candidates should have previous administration experience in financial services and strong IT skills, especially with Microsoft Office. The position offers a salary starting from £25,000 plus bonuses and opportunities for career development.

Benefits

Performance-related bonus scheme
Career development opportunities
Flexible working for work-life balance

Qualifications

  • Previous administration experience within financial services or regulated environment.
  • Confident IT skills, particularly Microsoft Office (Word, Excel, Outlook).

Responsibilities

  • Manage client information and ensure records remain accurate and compliant.
  • Act as a first point of contact for client queries.
  • Coordinate new business applications across a mix of financial products.
  • Support colleagues with general administration and ad-hoc projects.

Skills

Organisational skills
Attention to detail
IT skills (Microsoft Office)
Communication skills

Tools

CRM systems
Job description

Job Title: Financial Services Administrator
Location: Nottingham
Salary: From £25,000 per annum + bonus
Contract Type: Permanent, Full Time

Are you an experienced administrator with a background in financial or professional services? This role offers a great opportunity to join a well-established organisation in Nottingham, providing day-to-day support to a team of advisers while helping deliver excellent service to clients.

Key Responsibilities

You will be 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

To be successful in this role, you should have:

  • 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

About the Role

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 will join a professional yet approachable team that values accuracy, service, and collaboration, with flexible working to support a positive work-life balance.

Next Steps

Apply to this Job Title role through this advert. If you would like more information about this role, please contact Chloe in our Commercial team.

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

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