Financial Administrator Join a Dynamic Financial Planning Team Location: Nottingham NG2 Salary: £25,000 - £29,000 Full-time and Permanent role A leading Chartered Financial Planning firm, dedicated to educating, enriching, and empowering clients through goal-based, holistic financial planning. Their mission is to provide clients with security, peace of mind, and the freedom to focus on what truly matters in life. As part of this team, you’ll play a vital role in positively impacting clients’ lives, driving innovation, and fostering growth. With a culture built on kindness, collaboration, and continuous development, the firm has earned a reputation as one of the top financial planning companies to work for. They are now looking for an organised and motivated Financial Administrator to join the team and contribute to their mission of delivering exceptional client outcomes. About the Role To thrive in this role, the successful candidate will need: At least two years of administration experience within a financial planning company. Strong problem-solving skills with a proactive approach to handling time-sensitive transactions and client queries. A pioneering spirit, with the ability to identify and enhance processes to improve client experiences. A growth mindset, with experience across a variety of financial planning areas and a commitment to continuous learning and development. Exceptional attention to detail, organisational skills, and a positive approach to ensuring smooth execution of clients’ financial transactions. Technical Skills Strong technological capability, including proficiency with CRM systems, project management tools, and investment platforms. A solid understanding of financial transactions, including investments, insurance policies, sales, fund switches, and withdrawals. Financial administration qualifications are a plus, reflecting a commitment to professional growth and development. Responsibilities Processing authority letters and gathering financial data for new clients and annual reviews. Preparing application forms and client documentation. Processing financial transactions on platforms. Preparing client reviews, updating financial data, and setting up meetings. Managing post, emails, and other client correspondence. Providing administrative support to financial planners and paraplanners as required. Assisting clients with administrative queries and communication. What the Company Offers A supportive team culture that encourages growth and innovative, client-focused solutions. Comprehensive training and mentoring, with all qualification and development costs covered. Flexibility with hybrid working, with remote work available on non-office days (the office is open Tuesday to Thursday). An attractive benefits package, including a competitive salary, pension scheme, life insurance, online GP access, generous holiday allowance with the option to buy more days, and more. The company values diversity and strives to maintain an inclusive environment where all candidates are considered based on merit, regardless of race, sex, disability, age, religion, or sexual orientation. They welcome applicants who may require adjustments to perform the role and encourage potential candidates to contact them for further discussions. Additional Benefits Pension – for future financial security. Death in Service – 3x the salary should the worst happen, providing peace of mind for loved ones. Holiday Allowance – 26 days holiday per year, plus bank holidays, with the opportunity to buy more days. The longer the stay, the more days off are earned Distinct Recruitment Privacy Policy