Financial Planning Administrator
other jobs NJR Recruitment
Added before 5 Days
- England,East Midlands,Derbyshire
- Full Time, Permanent
- £25,000 - £27,000 per annum
Job Description:
Financial Planning Administrator
Derby | Up to £27,000 | Full-time | Office-based
Are you an experienced Financial Planning Administrator looking to join a supportive, growing firm where your contribution truly matters?
Our client is a well-established Wealth Management practice in the Derby area, known for delivering holistic financial planning to a loyal and expanding client base of high-net-worth individuals.
As the business continues to grow, they’re seeking a professional and proactive Client Support Specialist to provide high-quality administrative assistance to two Financial Planners.
To be considered you will need to have industry related experience and be confident in processing new business with regards to Pensions and Investments.
What’s on offer:
Salary up to £27,000 (depending on experience)
Structured development within a growing Wealth Management firm
Supportive, collaborative team environment
Modern offices with an open and vibrant culture
What we’re looking for:
Previous experience within a Financial Planning or Wealth Management environment (essential)
Strong understanding of pensions, investments, and protection administration
Excellent organisational and communication skills
High attention to detail and accuracy under pressure
A team player with a professional, client-focused attitude
Your key responsibilities:
Provide full administrative support to two Financial Planners
Manage adviser diaries and coordinate client meetings
Prepare client meeting packs, illustrations, valuations, and annual review documents
Process new business and ensure accurate record-keeping across CRM and back-office systems
Liaise with providers and clients to ensure a seamless service
Handle incoming calls and client queries efficiently
Maintain a professional and positive approach at all times
If you’re ready to be part of a successful firm that values teamwork, integrity, and career development — we’d love to hear from you.
Apply today, or contact one of our specialist consultants quoting Job Reference: NJR16218
Derby | Up to £27,000 | Full-time | Office-based
Are you an experienced Financial Planning Administrator looking to join a supportive, growing firm where your contribution truly matters?
Our client is a well-established Wealth Management practice in the Derby area, known for delivering holistic financial planning to a loyal and expanding client base of high-net-worth individuals.
As the business continues to grow, they’re seeking a professional and proactive Client Support Specialist to provide high-quality administrative assistance to two Financial Planners.
To be considered you will need to have industry related experience and be confident in processing new business with regards to Pensions and Investments.
What’s on offer:
Salary up to £27,000 (depending on experience)
Structured development within a growing Wealth Management firm
Supportive, collaborative team environment
Modern offices with an open and vibrant culture
What we’re looking for:
Previous experience within a Financial Planning or Wealth Management environment (essential)
Strong understanding of pensions, investments, and protection administration
Excellent organisational and communication skills
High attention to detail and accuracy under pressure
A team player with a professional, client-focused attitude
Your key responsibilities:
Provide full administrative support to two Financial Planners
Manage adviser diaries and coordinate client meetings
Prepare client meeting packs, illustrations, valuations, and annual review documents
Process new business and ensure accurate record-keeping across CRM and back-office systems
Liaise with providers and clients to ensure a seamless service
Handle incoming calls and client queries efficiently
Maintain a professional and positive approach at all times
If you’re ready to be part of a successful firm that values teamwork, integrity, and career development — we’d love to hear from you.
Apply today, or contact one of our specialist consultants quoting Job Reference: NJR16218
Job number 3073567
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Company Details:
NJR Recruitment
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