Financial Services Administrator

Inspire Resourcing Ltd; Nottingham; On-site; GBP 26,000 - 29,000; Full time

Job summary

Inspire Resourcing Ltd in Nottingham is hiring a detail-oriented Financial Planning Administrator to join a well-established financial planning team. You will deliver high-quality administrative and back-office support, ensuring compliance and smooth service for clients.

The role involves liaising with advisers and providers, preparing client communications, processing applications, and supporting junior administrators.

Qualifications

• Strong understanding of financial planning processes and compliance.
• Proficient in Microsoft Office.
• Excellent organisational and communication skills.

Responsibilities

• Submit new business applications through to completion and inform advisers of status.
• Liaise with product providers to obtain valuations, quotes and information for advisers.
• Prepare annual review letters and client communications.
• Process protection applications, bereavement claims, bond assignments, and surrenders with follow-up.
• Perform fee reconciliation and resolve discrepancies.
• Run reports to ensure adviser payments are accurate and timely.
• Maintain internal logs and back-office records (e.g., DB Transfer Log).
• Respond to client queries via telephone and email professionally.
• Manage meeting room bookings, post handling, and document preparation.
• Support wider team with training and assistance as required.
• Ensure all tasks comply with company policies and regulatory requirements.
• Continuously build knowledge 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

Financial Planning Administrator

Overview

Inspire Resourcing 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.

Requirements

• 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.

Skills

Required Skills

• Communication
• Problem Solving
• Teamwork
• Time Management
• Attention to Detail

Nice to Have

• Leadership
• Project Management
• Analytical Thinking
• Adaptability

Job Title: Financial Planning Administrator

Location: Nottingham

Salary: up to £29,000

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