Junior Financial Planning Administrator - NJR Recruitment : Job Details

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: NJR16175