Financial Planning Administrator

Leicestershire

£23,000 - £28,000 (depending on experience

Join a growing, forward-thinking Wealth Management firm where your career can truly flourish.

NJR Recruitment is delighted to be working with a well-established and highly regarded Wealth Management practice who deliver bespoke advice to Private Clients, Business Owners, Trustees, and Sports Professionals across the UK. Due to continued growth and client success, they are now looking for an enthusiastic and organised Financial Planning Administrator to join their close-knit team in Leicestershire.

This is an excellent opportunity for someone who thrives in a professional, client-focused environment and is looking to develop their career in Financial Services.

The Role

You’ll be part of a dynamic team of Advisers and Paraplanners, supporting the delivery of exceptional client service and ensuring the advice process runs smoothly.

Your responsibilities will include:

• Preparing client meeting packs, valuations, and documentation
• Managing adviser diaries and booking client reviews
• Handling Letters of Authority and liaising with providers
• Updating client records, CRM systems, and follow-up actions
• Producing client correspondence and post-meeting summaries
• Acting as a first point of contact for clients — delivering a warm, professional service
• Supporting the administration of new business and fund switches

About You

You’ll be an experienced, proactive administrator who takes pride in their attention to detail and communication skills.

Minimum 1 year’s experience in Financial Services administration

Excellent organisational and IT skills (Word, Excel, Outlook)

A confident communicator with strong client service focus

A team player who enjoys taking ownership of their work

Keen to develop professionally – support for qualifications is provided

What’s on Offer

Competitive salary of up to £28,000 (DOE)

Full support toward professional qualifications

Prestigious, modern offices in Leicestershire

A supportive, collaborative culture where your contribution is valued

If you’re looking to join a professional firm that invests in its people and offers real career progression, this could be the perfect next step.

Apply online today or contact one of our specialist consultants quoting Ref: NJR16237