Grantham Town Centre | UP TO £28,000 | Full-time | Permanent
Are you an experienced Administrator looking to develop your career within financial services?
RecruitME is recruiting for a Financial Planning Administrator to join a professional and established financial planning business based in Grantham town centre.
You will join a close-knit and hard-working team of eight, supporting more than 800 clients across the UK. This is a permanent opportunity offering strong potential for progression and long-term development.
This role would suit a highly organised, tech-savvy and accurate administrator with experience in financial services or another professional, regulated or process-driven environment.
Previous financial services experience would be advantageous, but candidates with strong transferable administration skills will also be considered.
What’s in it for you?
Salary UP TO £28,000, with some flexibility for the right experience
Permanent, full-time position
Grantham town centre location
Opportunity to gain valuable financial services experience
Supportive and close-knit team environment
Exposure to financial planning and regulated administration processes
Varied role combining client administration, diary management and office coordination
Strong potential for progression and development
The role
As Financial Planning Administrator, you will support the Managing Director, Partners and Financial Advisers with the day-to-day administration of the business.
You will help ensure client information is accurate, appointments are arranged efficiently and advisers have everything they need ahead of client meetings.
This is an advanced administration position rather than an IT support role. It requires excellent attention to detail, confidence using systems and the ability to manage sensitive client information professionally.
Your duties will include:
Preparing information and documentation for financial adviser client meetings
Booking client appointments by telephone, email and Calendly
Managing adviser diaries and coordinating appointments
Entering client, meeting and appointment information accurately onto internal systems
Maintaining complete and up-to-date client records
Supporting general office administration and team coordination
Handling confidential client information professionally
Supporting regulated financial administration processes
Communicating with clients in a professional and helpful manner
Ensuring administrative tasks are completed accurately and on time
About you
The successful Financial Planning Administrator will ideally have:
Previous experience in a professional, regulated or process-driven office environment
Financial services administration experience, although this is not essential
Excellent attention to detail and a high level of accuracy
Strong literacy, numeracy and data-entry skills
Confidence using Microsoft Word, Excel and office-based systems
Strong organisation and time-management skills
A professional and presentable approach
Good written and verbal communication skills
The ability to manage confidential information responsibly
A motivated, adaptable and team-focused attitude
No specific qualifications are required, although financial services, business administration or other relevant qualifications would be beneficial.
Location
The role is based in Grantham town centre and is commutable from:
Sleaford, Newark-on-Trent, Stamford, Bourne, Melton Mowbray, Bottesford, Colsterworth, Oakham and surrounding areas.
Apply today to join a professional financial planning business offering a varied administration role, a supportive working environment and the opportunity to build a long-term career within financial services.
