At a Glance
- Tasks: Support financial advisers with essential admin tasks and ensure clients receive top-notch service.
- Company: Join Zenith Financial Planning, a trusted firm in Nottingham with a friendly team.
- Benefits: Competitive salary, private medical insurance, and opportunities for career growth.
- Other info: Flexible hours available, with ongoing training and support for your professional development.
- Why this job: Be part of a dynamic team making a real difference in clients' financial journeys.
- Qualifications: 1-3 years in financial services admin, strong organisational skills, and a proactive attitude.
The predicted salary is between 20000 - 30000 £ per year.
Zenith Financial Planning is a well-established financial advice firm based in Nottingham, dedicated to helping our clients achieve their financial goals through trusted, professional guidance.
As we continue to grow, we're looking for an organised and detail-oriented Financial Advice Administrator to join our friendly team and support our advisers in delivering an outstanding client experience.
Zenith Financial Planning Ltd is an Appointed Representative of St.
James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority, offering applicants the assurance of working within a well-regulated and reputable financial services environment.
Role Description
As a Financial Advice Administrator, you'll play a key role in the smooth day-to-day running of our advice process, providing essential administrative support to our financial advisers and ensuring our clients receive a seamless, professional service.
Key responsibilities
- Preparing client documentation, including valuations, illustrations, cash flow forecasts, and suitability reports
- Processing new business applications and liaising with product providers
- Maintaining accurate client records on our back-office system
- Handling client queries by phone and email in a professional, friendly manner
- Scheduling client meetings and supporting advisers with pre- and post-meeting preparation
- Ensuring compliance with regulatory requirements and internal processes
- General administrative duties to support the wider team
About You
We're looking for someone with around 1-3 years’ experience in a financial services administration role, ideally within an IFA or wealth management setting. You’ll be:
- Highly organised, with excellent attention to detail
- A clear and confident communicator, both written and verbal
- Comfortable working with financial services systems and Microsoft Office
- Proactive, with a strong sense of ownership over your work
- relevant industry qualifications (e. g. CII) welcome, though not essential
Qualifications
- Strong administrative and organizational skills, including accurate data entry, document management, and attention to detail.
- Proficient IT skills, with confidence using Microsoft Office (Word, Excel, Outlook) and learning new systems or CRM platforms.
- Effective written and verbal communication skills, with a professional telephone manner and the ability to handle client queries courteously.
- Basic understanding or keen interest in financial services, investments, and protection products; prior experience in a financial or professional services environment is an advantage.
- Ability to prioritize tasks, manage time effectively, and work both independently and as part of a small team in a hybrid setting.
- Commitment to maintaining confidentiality, following regulatory and compliance procedures, and upholding high ethical standards.
- Educated to at least secondary school level; further education or professional qualifications (e. g., in business, finance, or administration) are beneficial.
- Willingness to learn, adapt, and develop within the role, with potential to take on additional responsibilities over time.
What We Offer
- Salary of £20,000 - £30,000, dependent on experience
- Can be full time or part time
- Private medical insurance
- Supportive team environment with genuine opportunities for career development
- Ongoing training and study support
Zenith Financial Planning is an equal opportunities employer and welcomes applications from all suitably qualified candidates.
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Junior Administrator in West Bridgford employer: Zenith Financial Planning Limited
Zenith Financial Planning is an excellent employer, offering a supportive team environment in Nottingham where employees can thrive and develop their careers in the financial services sector. With competitive salaries, private medical insurance, and ongoing training opportunities, we are committed to fostering professional growth while ensuring our staff enjoy a meaningful and rewarding work experience.
Contact Details:
Zenith Financial Planning Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Junior Administrator in West Bridgford
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We think you need these skills to ace Junior Administrator in West Bridgford
Some tips for your application 🫡
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How to prepare for a job interview at Zenith Financial Planning Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Zenith Financial Planning Limited.
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✨Show Your Passion for Finance
Since this is a full-time position, employers at Zenith Financial Planning Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
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Before your interview, reach out to current or former Zenith Financial Planning Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
