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Financial Planning Administrator
Job Posted: 3 hours ago
Salary: £ 27,000 - 30,000 / Annum
Job Type: Permanent
Location: Nottingham, Nottinghamshire
Expire in: a month
Job Description
We 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.
Required Skills and Experience:
* 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.
Why Apply?
This is an exciting opportunity to join a supportive and professional financial planning environment, with excellent opportunities to grow your skills, gain experience, and progress your career in the financial services industryBefore You Apply
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Looking for your next career move? Join a top company hiring Financial Planning Administrator job near me in Nottingham, Nottinghamshire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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