Position details
JUNIOR FINANCIAL PLANNING ADMINISTRATOR
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Nottingham
£23000 - £25000 22/10/2025
NJR16175
£23000 - £25000 22/10/2025
NJR16175
DESCRIPTION
Junior Financial Planning Administrator
Nottingham
Salary: £23,000-£25,000
Full-Time | Permanent
NJR Recruitment is delighted to be representing a reputable and professional wealth management firm that is now seeking a Junior Administrator to join its growing team based in the Nottingham area.
This is an exciting opportunity for a motivated and detail-focused individual looking to start or further their career within financial services. You\'ll be joining a friendly, supportive team that values professionalism, collaboration, and delivering exceptional client service.
The Role
As a Junior Administrator, you will provide essential support to Advisers, helping them prepare for client meetings and manage day-to-day client relationships. You\'ll also assist the wider administration and management teams with a variety of operational and client service duties.
Key Responsibilities:
\" Process incoming and outgoing post, ensuring accuracy and attention to detail.
\" Conduct quality checks on client communications before distribution.
\" Handle routine client calls and assist with enquiries.
\" Greet clients and prepare meeting rooms for adviser appointments.
\" Create and maintain client records within the CRM system.
\" Prepare adviser meeting packs, including valuations and supporting documents.
\" Issue and monitor Letters of Authority (LOAs) and liaise with external providers.
\" Assist with scanning, filing, and maintaining organised digital records.
\" Support the team with ad hoc administrative and operational tasks.
What We\'re Looking For
\" A professional and friendly telephone manner with a client-focused attitude.
\" Excellent attention to detail and strong organisational skills.
\" Ability to work collaboratively as part of a team.
\" Confident communication and a proactive approach to problem-solving.
\" Good understanding of Microsoft Office and willingness to learn internal systems.
\" Previous experience in financial services or wealth management is desirable, but not essential.
What\'s on Offer
\" Competitive salary and benefits package.
\" Full training and ongoing career development.
\" Supportive working environment with a focus on teamwork and service excellence.
\" Modern, professional offices with the opportunity to develop within a growing business.
If you\'re an enthusiastic and organised individual looking to build a long-term career within financial services, this could be the perfect opportunity for you.
Apply today via NJR Recruitment, quoting Ref: NJR-16175
Nottingham
Salary: £23,000-£25,000
Full-Time | Permanent
NJR Recruitment is delighted to be representing a reputable and professional wealth management firm that is now seeking a Junior Administrator to join its growing team based in the Nottingham area.
This is an exciting opportunity for a motivated and detail-focused individual looking to start or further their career within financial services. You\'ll be joining a friendly, supportive team that values professionalism, collaboration, and delivering exceptional client service.
The Role
As a Junior Administrator, you will provide essential support to Advisers, helping them prepare for client meetings and manage day-to-day client relationships. You\'ll also assist the wider administration and management teams with a variety of operational and client service duties.
Key Responsibilities:
\" Process incoming and outgoing post, ensuring accuracy and attention to detail.
\" Conduct quality checks on client communications before distribution.
\" Handle routine client calls and assist with enquiries.
\" Greet clients and prepare meeting rooms for adviser appointments.
\" Create and maintain client records within the CRM system.
\" Prepare adviser meeting packs, including valuations and supporting documents.
\" Issue and monitor Letters of Authority (LOAs) and liaise with external providers.
\" Assist with scanning, filing, and maintaining organised digital records.
\" Support the team with ad hoc administrative and operational tasks.
What We\'re Looking For
\" A professional and friendly telephone manner with a client-focused attitude.
\" Excellent attention to detail and strong organisational skills.
\" Ability to work collaboratively as part of a team.
\" Confident communication and a proactive approach to problem-solving.
\" Good understanding of Microsoft Office and willingness to learn internal systems.
\" Previous experience in financial services or wealth management is desirable, but not essential.
What\'s on Offer
\" Competitive salary and benefits package.
\" Full training and ongoing career development.
\" Supportive working environment with a focus on teamwork and service excellence.
\" Modern, professional offices with the opportunity to develop within a growing business.
If you\'re an enthusiastic and organised individual looking to build a long-term career within financial services, this could be the perfect opportunity for you.
Apply today via NJR Recruitment, quoting Ref: NJR-16175
Apply Now
