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Financial Planning Administrator, Nottingham (JR-2044)

£24000 - £28000 plus benefits

Financial Planning Administrator
Competitive salary plus benefits

To provide business support to Financial Advisers, working within the agreed business objectives.

To always maintain the highest possible ethical and professional standards, co-ordinating office activities and operations to secure efficiency and compliance to company policies and FCA regulation.

Providing accurate information to the management team when requested.


The role will typically include:

  • Administrative support to encompass the processing of new business and client valuations.
  • To compile basic suitability reports from structured templates
  • Preparing agendas and paperwork for client review meetings
  • To act as a liaison, point for clients and providers.
  • To maintain and update client information within Xplan and AWS Morningstar
  • To assist the Practice Manager with operational projects where requested
  • Pursue personal development of skills and knowledge necessary for the effective performance of the role.


  • Organised - capable of dealing with several tasks in parallel and being able to work on your own initiative.
  • Numerate - have good analytical skills.
  • Excellent standard of written & verbal communication
  • Ability to empathise and build strong business relationships with our client's other staff and strategic partners.
  • Attention to detail.
  • Organised, being able to work on your own initiative and able to prioritise workloads.
  • Proactive, with an ability to multi-task and possess the ability to search out solutions.
  • Ability to interpret data and produce recommendations with supporting evidence.
  • IT Literate and be competent in the use of Back-office systems, preferable X-plan, MS Office and Excel

Qualifications, knowledge, and experience

  • Good working knowledge of Microsoft Office & Outlook
  • Knowledge of XPLAN Software and AWS Morningstar would be an advantage.
  • Have at least 2 years' relevant experience within Financial Services
  • Professional qualifications are an advantage.

About You

  • Professional and positive attitude
  • Strong interpersonal skills
  • Strong organisational skills and efficiency
  • To be able to prioritise your own workloads, plus that of an Adviser.
  • Proactive, with an ability to multi-task
  • Professional, responsible, and courteous manner, alongside discretion in handling confidential information is paramount.


  • Salary dependent upon experience and qualifications
  • Discretionary annual bonus following a year's service.
  • 25 days holiday plus Bank Holidays
  • Enrolment into the Workplace pension scheme
  • Death in Service – 2 x salary
  • Discretionary Long-Term Sickness Policy
  • Employee Assistance Programme (EAP) - The EAP offers information, support and counselling across a vast range of areas from relationships and family to finance and debt management.
  • Examinations and study material paid for by the company.
  • Hours - Monday to Thursday 9am to 5pm and Fridays 9am to 4pm (a discretionary benefit)




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