Hiring Now: Financial Planning Administrator Near You – Apply Today!
Your Next Financial Planning Administrator Job Starts Here – Apply Now!
Financial Planning Administrator
Job Posted: a day ago
Salary: £ 25,000 - 30,000 / Annum
Job Type: Permanent
Location: Nottingham
Expire in: a month
Job Description
Job Title: Financial Services Administrator
Location: Nottingham
Salary: From £25,000 per annum + bonus
Contract Type: Permanent, Full Time
Are you an experienced administrator with a background in financial or professional services? This role offers a great opportunity to join a well-established organisation in Nottingham, providing day-to-day support to a team of advisers while helping deliver excellent service to clients.
Key Responsibilities
You’ll be supporting both clients and colleagues with a range of administrative duties, such as:
· Managing client information and ensuring records remain accurate and compliant
· Preparing key documents, reports, and valuations for meetings
· Acting as a first point of contact for client queries in a professional manner
· Coordinating new business applications across a mix of financial products
· Supporting colleagues with general administration and ad-hoc projects
· Liaising with providers and third parties to monitor progress and resolve queries
Skills & Experience
To be successful in this role, you should have:
· Previous administration experience within financial services or a similar regulated environment
· Strong organisational skills with excellent attention to detail
· Confident IT skills, particularly Microsoft Office (Word, Excel, Outlook)
It would also be beneficial if you:
· Have worked with CRM or back-office systems
· Can demonstrate strong communication skills, both written and verbal
What’s on Offer
· Salary from £25,000 depending on experience
· Performance-related bonus scheme
· Supportive team environment with clear career development opportunities
About the Role
This is a fantastic chance to build your career within a respected organisation that provides tailored client services across investment, retirement, and protection solutions. You’ll join a professional yet approachable team that values accuracy, service, and collaboration, with flexible working to support a positive work-life balance.
Next Steps
Apply to this Job Title role through this advert. If you would like more information about this role, please contact Chloe in our Commercial team on (phone number removed).
If successful, you will need to digitally register with our agency (if you haven’t already done so). If you have not been contacted regarding your application within 7 days please assume that you have not been successful. We will however retain your application for any future roles for which you may be suitable.
About Regional Recruitment Services – A Recruitment Agency in Leicester.
This position is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency that has been operating since 2008. We offer permanent, temporary and contract jobs within the Commercial, Construction, Industrial and Engineering sectors. To view all of our positions available throughout the United Kingdom, please visit our website ((url removed))Before You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
Looking for your next career move? Join a top company hiring Financial Planning Administrator job near me in Nottingham! 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!
© Vita CV: Registered in England and Wales (16187919).