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Financial Planning Administrator, Nottingham, JR-1899

£16000 - £23000 plus benefits

Join this growing Wealth Management business who are looking for a new administrator to join the practice!

Based in Nottingham, the company provide financial advice to private and corporate clients and continues to grow in this exciting period, and you will play a key role in supporting the Financial Advisers.

Activities and Responsibilities

  • Maintain effective diary system to ensure clients are offered review meetings at the appropriate time.
  • Contact clients and book review meetings using diary colour coding system. Confirmation letters/emails to be sent to clients.
  • Prepare meeting packs for Advisers including valuations and all other relevant documents.
  • Monitor / chase for the return of meeting notes uploaded by Adviser.
  • Ensure that client meeting notes are recorded on the system, including e-briefings, Curo/CRM's, CRR's, Client ID, service questionnaires, review dates updated, scan notes to system.
  • Construct appropriate post meeting letter for issue to clients from Adviser notes.
  • Meet & Greet Advisers clients’ when meetings are held onsite. Ensure welcome screen is displayed in reception and guests sign into the Visitors Book.
  • Update onto online system if Adviser does not undertake this duty.
  • Send off any Letters of Authority bought back from client meetings and record in working spreadsheet ensuring information is chased as required.  Keep Adviser updated of progress throughout.
  • Process change of address requests, updating our systems and notifying the admin centres.
  • Update systems and administration departments of any Death notifications following the Death Process.
  • Make adviser aware of documentation received in relation to their clients and provide general support as required.
  • Act as a point of contact for clients and deal with routine issues/queries.
  • Client celebration cards and sympathy cards to be arranged as necessary and sent to clients.
  • Stationery stocks to be maintained within the Pod to ensure all documentation is current, recycling pile to be checked and added back to stationary stocks as appropriate.  
  • Completion of “Confirmation Withdrawal and Rebalance letter”.

Skills and Experience

  • Knowledge and understanding of financial planning systems, procedures and responsibilities to ensure clients receive an outstanding service
  • Professional and warm telephone manner
  • Ability to relate to the pressures on the Adviser Team and ensure an effective and efficient two-way relationship
  • Team player
  • Product and market knowledge would be desirable

Salary & Benefits

  • Competitive salary
  • 25 days holidays plus Bank Holidays
  • DIS – 4 x salary
  • PHI (after 12 months service)
  • Support with industry exams and career progression
  • Fully funded company events



Job Role: 
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: