Job Title: Financial Planning Administrator Location: Mansfield Salary: Up to £28,000 Are you an experienced administrator with a passion for providing exceptional client service and supporting financial professionals? Our client, a National firm of Independent Financial Advisors who specialise in providing tailored financial solutions to private clients and businesses in the UK. Join this dynamic team in Mansfield, where you’ll play a crucial role in supporting Paraplanners and Financial Planners in delivering outstanding service to clients. Key Responsibilities: Prepare and process client review packs, portfolio reports, and financial planning documents. Handle new business applications, client instructions, and track transactions through to completion. Maintain accurate client records, proactively reviewing accounts to ensure data integrity. Collaborate with product providers and central teams to secure client information and manage submissions. Participate in weekly team meetings, contributing to process improvement initiatives. Assist with data management, compliance, and regulatory requirements to ensure adherence to company standards. Essential Qualifications & Experience: Proven administrative experience in a financial services environment (Minimum 1 year). Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint). Strong organizational skills, accuracy, and attention to detail. Effective communication skills, both written and verbal. A proactive and flexible approach, with a commitment to continuous professional development. Desirable Skills: Knowledge of Investment Wrap Platforms and Intelligent Office systems. Background in a small to medium-sized financial services setting, with a willingness to learn and adapt. Benefits: Holidays : 25 days plus English Bank Holidays, with the option to buy/sell additional days. Flexible working: Option to work from home up to 3 days per week after probation and training. Health and Wellness : Private Medical Insurance, Health Cash Plan, Life Assurance, and Group Income Protection. Pension : Competitive company-contributed pension scheme. Development : Funded training and professional membership support. Additional Perks : Electric vehicle scheme, recognition awards, social events, and volunteer days. Bring your enthusiasm, initiative, and attention to detail to a role where you’ll have the opportunity to make a meaningful impact. If this sounds like the next step in your career, apply now to join our client in Mansfield.