Financial Planning Administrator – Detail‑Driven Back‑Office Support

Inspire Resourcing Ltd; East Midlands; On-site; GBP 17,000 - 29,000; Full time

Job summary

Inspire Resourcing Ltd seeks a detail-oriented Financial Planning Administrator to join a Nottingham-based team, delivering high-quality administrative and back-office support for clients. The role involves assisting and training Junior Administrators while ensuring regulatory compliance and smooth service delivery.

You will manage new business applications, liaise with providers, prepare client communications, and handle fee reconciliations and adviser payments.

Qualifications

• 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.

Responsibilities

• Submit new business applications and manage them through to completion, resolving 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.
• 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.

Skills

Communication

Problem Solving

Teamwork

Time Management

Attention to Detail

Tools

Microsoft Office

Job description

Inspire Resourcing Ltd seeks a detail-oriented Financial Planning Administrator to join a Nottingham-based team, delivering high-quality administrative and back-office support for clients. The role involves assisting and training Junior Administrators while ensuring regulatory compliance and smooth service delivery.

You will manage new business applications, liaise with providers, prepare client communications, and handle fee reconciliations and adviser payments.