Financial Planning Administrator: Growth, Training & Impact

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

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.