Senior Financial Planning Administrator

ZipRecruiter; Nottingham; On-site; GBP 28,000 - 38,000; Full time

Job summary

A leading firm is seeking an experienced financial planning administrator who thrives in a supportive environment. Responsibilities include overseeing administration workflows, client communication, and compliance checks. Candidates should have a strong understanding of the financial services industry and excellent IT skills, with benefits including a generous salary package and opportunities for career development.

Qualifications

• Experience within a financial services environment and familiarity with relevant terms.
• Strong IT skills and experience in administration workflows.
• Ability to speak confidently with clients and providers.

Responsibilities

• Oversight of administration workflows and compliance checks.
• Database administration, maintenance, and consolidation.
• Developing proposals that meet client needs and working under deadlines.

Skills

Organisational skills

Multi-tasking

Can do attitude

Client communication

Database administration

Education

Experience in Financial Services

Familiarity with FCA regulations

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Intelligent Office

Job description

Job Description

Are you an experienced financial planning administrator looking for a role in a close-knit supportive environment

The successful candidate will have experience within a financial services environment, preferably and IFA and have exposure to FCA regulations and strong IT skills.

Duties for this role will include:

• Oversight of administration workflows
• Confidence in speaking with a wide variety of clients and providers
• Group pension & protection scheme experience
• Working with team to develop proposals that meets client’s needs and concerns
• General Admin and Compliance checks - new and existing business
• Database administration, maintenance and consolidation
• Sticking to deadlines

You will have:

• Organised with the ability to multi-task.
• Can do attitude
• Working knowledge of the regulated Financial Services Industry
• Previously worked in a Financial Services admin role so have some familiarity with the terms used.
• Highly competent user of Microsoft Word, Excel & Outlook, experience with Intelligent Office would be an advantage

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

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