Financial Planning Administrator to the Chief Executive Officer
Salary: up to £40,000
Location: Nottingham


Our Client are a growing and very well-established Firm of Financial Planners who are now seeking a highly professional and proactive Personal Assistant to the CEO to provide high-quality, confidential support within a fast-paced Wealth management organisation.


This is a pivotal role where you will often be considered the voice and face of the CEO, both internally and externally. You will need to think independently, remain calm under pressure, manage complex priorities, and communicate clearly and professionally at all times.


Key Responsibilities
Executive & Client Support
*Act as the first point of contact for clients (existing and prospective) and colleagues, exercising sound judgement on matters requiring CEO input
*Manage and prioritise the CEO’s diary, anticipating needs and scheduling effectively
*Ensure the CEO is fully prepared for meetings with all relevant documentation and information
*Track, diarise, and action follow-ups arising from meetings
*Provide occasional support to the Managing Director as required
Client Administration & Service
*Ensure the administration of the CEO’s client portfolio is exemplary and sets best-practice standards
*Check potential new clients on internal systems at the earliest opportunity
*Order valuations and wealth reports as required
*Liaise with internal administration departments to ensure all client requests are handled efficiently and to a first-class service standard
*Maintain review schedules and ensure clients are contacted and booked in at the appropriate time
*Prepare full meeting packs including valuations and supporting documents
*Construct post-meeting letters for clients based on CEO notes
*Act as a key point of contact for clients, dealing with routine queries professionally and efficiently
Systems & Process Management
*Record and maintain accurate client meeting notes on internal CRM systems
*Process changes of address, withdrawal requests, and Letters of Authority in line with internal procedures
*Manage death claims sensitively and in accordance with practice guidelines
*Handle incoming documentation related to CEO clients and take appropriate action
*Monitor meeting notes and ensure records are fully updated and compliant
Client Experience
*Meet and greet clients attending on-site meetings, ensuring a professional and welcoming experience
*Arrange client celebration and sympathy cards where appropriate
*Maintain a consistently high standard of client care at all times


Skills & Experience
*Proven ability to work effectively in a fast-moving, changing business environment
*Strong interpersonal skills with a warm, professional, and confident client-facing manner
*Ability to understand and support the pressures of working closely with senior leadership
*Excellent organisational, planning, and prioritisation skills
*Strong attention to detail and ability to manage multiple tasks simultaneously
*A collaborative team player with a proactive approach
*Product and market knowledge desirable
*Knowledge of financial services systems, processes, and regulatory responsibilities advantageous
*Professional and polished telephone manner


Core Competencies
*Communication
*Collaboration
*Planning & Organisation
*Adaptability


Apply today via NJR Recruitment or call quoting the reference NJR16420
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ’no’ to key screening questions, we may not be able to contact you.