Financial Planning Administrator

TN United Kingdom; Nottingham; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is looking for an ambitious Financial Planning Administrator to join their team in Nottingham. This role provides a unique opportunity to support Financial Planners while developing your skills in a collaborative environment. You will engage with clients, manage administrative tasks, and coordinate with operational teams to ensure seamless service delivery. With a strong emphasis on professional growth and development, this position is ideal for those eager to advance their careers in financial services while enjoying a hybrid working arrangement.

Benefits

Private Medical Insurance

Life Assurance

Pension Contributions

Generous Holiday Allowance

Shared Parental Leave

Qualifications

• National 5 in Maths and English or equivalent.
• Previous administrative experience in financial services.

Responsibilities

• Support Financial Planners to achieve excellent client outcomes.
• Build and maintain strong client relationships.

Skills

Client Service Ethic

Communication Skills

Administrative Skills

Financial Services Experience

Education

National 5 (N5) in Maths

National 5 (N5) in English

Level 4 Qualification (preferred)

Job description

Financial Planning Administrator, Nottingham

We are seeking an ambitious individual to join our Financial Planning team in Nottingham. You will be responsible for providing comprehensive administrative support to Financial Planners and building strong relationships with clients to ensure a positive and professional client experience.

What’s in it for you?

At Evelyn Partners, you will be supported in your personal and professional growth through a structured training program with Training & Competency oversight. We promote continuous professional development through ongoing study and qualifications. You will have the opportunity to collaborate and learn from experienced Investment Managers and Financial Advisers.

This role offers a hybrid working arrangement, requiring presence in the office 3 days per week.

Your responsibilities will include:

• Working closely with Financial Planners to deliver excellent client outcomes.
• Building and maintaining relationships with clients through regular contact.
• Coordinating with operational teams on activities such as scripts, transfers, corporate actions, and static data updates.
• Preparing meeting packs and valuations as needed.
• Assisting investment managers with new business pitches and presentations.
• Maintaining back-office systems and client records in accordance with company policies.

Qualifications

To succeed in this role, you should have:

• National 5 (N5) Grade C in Maths and English or equivalent to GCSE in England.
• Previous administrative experience.
• Experience working in the financial services industry.
• A strong client service ethic.
• Studying towards an accredited Level 4 qualification is preferred but not essential.
• Excellent verbal and written communication skills with the ability to build relationships.

Additional information

As a colleague at Evelyn Partners, you will have access to benefits including:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contributions
• Hybrid working model (role dependent)
• Generous holiday allowance with options to purchase additional days
• Shared parental leave

We value diversity and are committed to creating an inclusive environment where all colleagues feel respected and supported. We are happy to make reasonable adjustments during the application process to accommodate your needs.