Financial Planning Administrator

Job Title: Financial Planning AdministratorLocation: MansfieldSalary: Up to £28,000

Are you an experienced administrator with a passion for providing exceptional client service and supporting financial professionals? Our client, a National firm of Independent Financial Advisors who specialise in providing tailored financial solutions to private clients and businesses in the UK.

Join this dynamic team in Mansfield, where you’ll play a crucial role in supporting Paraplanners and Financial Planners in delivering outstanding service to clients.

• Prepare and process client review packs, portfolio reports, and financial planning documents.
• Handle new business applications, client instructions, and track transactions through to completion.
• Maintain accurate client records, proactively reviewing accounts to ensure data integrity.
• Collaborate with product providers and central teams to secure client information and manage submissions.
• Participate in weekly team meetings, contributing to process improvement initiatives.
• Assist with data management, compliance, and regulatory requirements to ensure adherence to company standards.

• Proven administrative experience in a financial services environment (Minimum 1 year).
• Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Strong organizational skills, accuracy, and attention to detail.
• Effective communication skills, both written and verbal.
• A proactive and flexible approach, with a commitment to continuous professional development.

• Knowledge of Investment Wrap Platforms and Intelligent Office systems.
• Background in a small to medium-sized financial services setting, with a willingness to learn and adapt.

• Holidays: 25 days plus English Bank Holidays, with the option to buy/sell additional days.
• Flexible working: Option to work from home up to 3 days per week after probation and training.
• Health and Wellness: Private Medical Insurance, Health Cash Plan, Life Assurance, and Group Income Protection.
• Pension: Competitive company-contributed pension scheme.
• Development: Funded training and professional membership support.
• Additional Perks: Electric vehicle scheme, recognition awards, social events, and volunteer days.

Bring your enthusiasm, initiative, and attention to detail to a role where you’ll have the opportunity to make a meaningful impact. If this sounds like the next step in your career, apply now to join our client in Mansfield.