Financial Planning Administrator

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