Financial Services Administrator
Location
Nottingham, Nottinghamshire
Job Type
Full-time
Category
other-general
Posted
June 19, 2026
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 discrepanc...
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 discrepanc...