Position details
FINANCIAL PLANNING CENTRAL ADMINISTRATOR
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Nuneaton
£27000 - £28000 20/01/2026
NJR16392
£27000 - £28000 20/01/2026
NJR16392
DESCRIPTION
Financial Planning Central Administrator
Location Nuneaton - Hybrid - 3 days office based
Excellent benefits, including 30 days holidays
We are recruiting for a Central Administrator to join a highly regarded UK wealth management business, supporting its Financial Planning division. This is a key operational role, providing essential administrative and process support to advisers and internal teams, helping ensure high standards of efficiency, compliance and client service.
The firm offers a collaborative and inclusive working culture, with a strong focus on responsible investing, sustainability, and doing the right thing for clients and colleagues alike.
The Role
The Central Administrator plays a vital role in ensuring the smooth delivery of financial planning administration, acting as a central point of contact for key processes such as Letters of Authority, annual reviews, valuations and record maintenance.
Key Responsibilities
Administrative Support
\" Provide accurate and timely administrative support across client servicing and internal processes
\" Maintain and update client records and CRM systems in line with regulatory and company requirements
\" Assist with client onboarding, document preparation and data entry
Operational Delivery
\" Complete tasks to a high standard within agreed service level timeframes
\" Support the wider administration team with operational targets, including suitability report packaging
\" Flag complex cases or issues to senior team members
\" Monitor and manage incoming and outgoing post
Compliance & Governance
\" Follow internal policies and FCA/AML requirements at all times
\" Assist with documentation for internal reviews and audits
\" Maintain confidentiality and data integrity
\" Escalate complaints, breaches or losses promptly in line with internal procedures
Team Collaboration
\" Work closely with colleagues across regional teams to ensure consistent support
\" Participate in team meetings and contribute to continuous improvement initiatives
\" Undertake additional duties as reasonably required
Stakeholder Interaction
\" Respond professionally to queries from advisers and internal teams
\" Maintain a client-focused approach in all communications
\" Escalate complex queries where appropriate
Skills & Experience
Essential
\" Strong attention to detail and organisational skills
\" Excellent communication and interpersonal abilities
\" Ability to manage multiple tasks and prioritise effectively
\" Consistently produce accurate, high-quality work
\" Proficient in Microsoft Office and CRM systems
Desirable
\" Understanding of financial planning and wealth management products
\" Knowledge of the annual review process
\" Willingness to work towards financial services or CII qualifications
Qualifications
\" Educated to GCSE/A-Level standard
\" Further professional or administrative qualifications beneficial
Values & Culture
\" Client-focused and principled
\" Acts with integrity, fairness and professionalism
\" Team-oriented with a commitment to high standards and continuous improvement
Apply today via NJR Recruitment quoting the reference NJR16392
Location Nuneaton - Hybrid - 3 days office based
Excellent benefits, including 30 days holidays
We are recruiting for a Central Administrator to join a highly regarded UK wealth management business, supporting its Financial Planning division. This is a key operational role, providing essential administrative and process support to advisers and internal teams, helping ensure high standards of efficiency, compliance and client service.
The firm offers a collaborative and inclusive working culture, with a strong focus on responsible investing, sustainability, and doing the right thing for clients and colleagues alike.
The Role
The Central Administrator plays a vital role in ensuring the smooth delivery of financial planning administration, acting as a central point of contact for key processes such as Letters of Authority, annual reviews, valuations and record maintenance.
Key Responsibilities
Administrative Support
\" Provide accurate and timely administrative support across client servicing and internal processes
\" Maintain and update client records and CRM systems in line with regulatory and company requirements
\" Assist with client onboarding, document preparation and data entry
Operational Delivery
\" Complete tasks to a high standard within agreed service level timeframes
\" Support the wider administration team with operational targets, including suitability report packaging
\" Flag complex cases or issues to senior team members
\" Monitor and manage incoming and outgoing post
Compliance & Governance
\" Follow internal policies and FCA/AML requirements at all times
\" Assist with documentation for internal reviews and audits
\" Maintain confidentiality and data integrity
\" Escalate complaints, breaches or losses promptly in line with internal procedures
Team Collaboration
\" Work closely with colleagues across regional teams to ensure consistent support
\" Participate in team meetings and contribute to continuous improvement initiatives
\" Undertake additional duties as reasonably required
Stakeholder Interaction
\" Respond professionally to queries from advisers and internal teams
\" Maintain a client-focused approach in all communications
\" Escalate complex queries where appropriate
Skills & Experience
Essential
\" Strong attention to detail and organisational skills
\" Excellent communication and interpersonal abilities
\" Ability to manage multiple tasks and prioritise effectively
\" Consistently produce accurate, high-quality work
\" Proficient in Microsoft Office and CRM systems
Desirable
\" Understanding of financial planning and wealth management products
\" Knowledge of the annual review process
\" Willingness to work towards financial services or CII qualifications
Qualifications
\" Educated to GCSE/A-Level standard
\" Further professional or administrative qualifications beneficial
Values & Culture
\" Client-focused and principled
\" Acts with integrity, fairness and professionalism
\" Team-oriented with a commitment to high standards and continuous improvement
Apply today via NJR Recruitment quoting the reference NJR16392
Apply Now
