Financial Planning Administrator

Job Title: Financial Services Administrator
Location: Nottingham
Salary: From £25,000 per annum + bonus
Contract Type: Permanent, Full Time

Are you an experienced administrator with a background in financial or professional services? This role offers a great opportunity to join a well-established organisation in Nottingham, providing day-to-day support to a team of advisers while helping deliver excellent service to clients.

Key Responsibilities

You ll be supporting both clients and colleagues with a range of administrative duties, such as:
Managing client information and ensuring records remain accurate and compliant
Preparing key documents, reports, and valuations for meetings
Acting as a first point of contact for client queries in a professional manner
Coordinating new business applications across a mix of financial products
Supporting colleagues with general administration and ad-hoc projects
Liaising with providers and third parties to monitor progress and resolve queries

Skills & Experience

To be successful in this role, you should have:
Previous administration experience within financial services or a similar regulated environment
Strong organisational skills with excellent attention to detail
Confident IT skills, particularly Microsoft Office (Word, Excel, Outlook)

It would also be beneficial if you:
Have worked with CRM or back-office systems
Can demonstrate strong communication skills, both written and verbal

What s on Offer

Salary from £25,000 depending on experience
Performance-related bonus scheme
Supportive team environment with clear career development opportunities

About the Role

This is a fantastic chance to build your career within a respected organisation that provides tailored client services across investment, retirement, and protection solutions. You ll join a professional yet approachable team that values accuracy, service, and collaboration, with flexible working to support a positive work-life balance.

Next Steps

Apply to this Job Title role through this advert. If you would like more information about this role, please contact Chloe in our Commercial team on (phone number removed).

If successful, you will need to digitally register with our agency (if you haven t already done so). If you have not been contacted regarding your application within 7 days please assume that you have not been successful. We will however retain your application for any future roles for which you may be suitable.

About Regional Recruitment Services A Recruitment Agency in Leicester.

This position is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency that has been operating since 2008. We offer permanent, temporary and contract jobs within the Commercial, Construction, Industrial and Engineering sectors. To view all of our positions available throughout the United Kingdom, please visit our website url removed .