Financial administrator Work, Jobs in Oakham, Rut (with Salaries)

Financial Planning / IFA Administrator
Balance: Wealth Planning Limited —Nottingham
- £26,000 - £29,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Free parking
- Health & wellbeing programme
Quick apply
Administrator
British Summer School —Oakham
- £691.19 - £774.62 a week
- Weekend availability
- School
- Annual leave
Administrator
PPG Health In Justice —Oakham
- £11,429 - £28,574 a year
- Monday to Friday
- IT
- Communication skills
- Employee discount
Home Employment Insurance Administrator
Mark Bates Ltd —Grantham
- From £25,000 a year
- Full-time
- Sales
- Customer service
- English
- Free parking
Quick apply
5d
Investment Administrator
Mattioli Woods —Leicester
- Full-time
- Hybrid work
- IT
- Time management
5d
Contract Administrator
GB Railfreight —Paston
- Management
- Contracts
- Negotiation
- Annual leave
- Employee assistance programme
6h
Financial Services Administrator
Timeline Wealth Management Ltd —Peterborough
- £25,000 - £28,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- IT
- Free parking
- Work from home
Quick apply
3h
Tenancy Application Administrator
Connells Group —Grantham
- Full-time
- Customer service
- Microsoft Office
- IT
- Annual leave
- Employee assistance programme
Quick apply
4d
PA to Director / Administrator
Cygnet Property Maintenance —Peterborough
- From £13 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Employee discount
Quick apply
4d
Senior Administrator
ALP Leicester —Leicester
- £27,000 - £30,000 a year
- Full-time
- Bachelor's degree
- School
- Teaching
- Health & wellbeing programme
- Sick pay
Quick apply
14d
Conference Administrator
Bauer Media Group —Peterborough
- Temporary
- Microsoft Powerpoint
- Hospitality
- Microsoft Excel
2d
General Administrator
Peterborough City Council —Peterborough
- £25,583 - £26,403 a year
- Customer service
- Microsoft Office
- Administrative experience
- Annual leave
- Employee discount
13d
Administrator (Bank)
PPG Health In Justice —Nottingham
- £13.73 an hour
- Monday to Friday
- IT
- Communication skills
- Free parking
- Employee discount
Client Liason Administrator
Mattioli Woods —Leicester
- Hybrid work
- Microsoft Office
- Financial services
Payments Administrator
Pilgrim's Europe —Eye
- Full-time
- Microsoft Office
- Communication skills
Quick apply
9d
Fleet Administrator
Marshall Motor Group —Grantham
- Monday to Friday
- Microsoft Excel
- IT
- Time management
- Annual leave
- Employee discount
Quick apply
Finance Administrator
SF-Partner Hiredonline —City of Leicester
- £28,000 a year
- Temporary
- Hybrid work
- ERP systems
- In-person
- Communication skills
10d
Dealership Accountant
Command —Grantham
- £45,000 - £47,000 a year
- Analysis skills
- Accounting
- Leadership
Quick apply
Team Member (Admin)
NEXT —Peterborough
- £8.28 - £14.53 an hour
- 12 hour shift
- Employee discount
12d
Safer Custody Administrator
Sodexo —Peterborough
- £26,227.50 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Employee assistance programme
- Employee discount
Quick apply
5h

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financial administrator jobs near oakham, rut

Financial Planning / IFA Administrator

Balance: Wealth Planning Limited
Nottingham

Quick apply

Job details

Permanent | Full-time
£26,000 - £29,000 a year

Benefits

Free parking
Casual dress
Health & wellbeing programme
Additional leave
Flexitime
Company pension
Work from home
Private medical insurance
Employee discount
Life insurance
Sick pay
On-site parking

Qualifications

Financial planning
Report writing
Analysis skills
Organisational skills
Financial services

Full job description

Role: Administrator

Type: Full time (Part-time may be considered).

Location: Hybrid. Remote working 2-3 days and West Bridgford office 1-2 days a week.

Experience: At least 2 years’ experience in a similar role.

Qualifications: Not necessary but any applicable qualifications advantageous

Salary: Dependent on experience.

Closing date: 13th July 2026

About you

To thrive in this role and embody our values, you’ll need:

A problem-solving mindset: For example, you notice an issue with an admin workflow, discuss it with a team member and together suggest how it can be done better.

Pioneering spirit: For example, suggesting how our processes could be improved to ensure a more streamlined experience for our clients.

Growth mindset: For example, getting involved in wider projects enabling the business to grow and broadening your own knowledge.

Care and attention to detail: For example, ensuring clients’ financial transactions are executed accurately in a timely manner keeping the client informed every step of the way.

Responsibilities

Dealing with office daily tasks: Setting up meeting rooms, greeting clients, managing the incoming and outgoing post, printing reports and documents as required by Financial Planners.

Supporting clients: Creating comprehensive correspondence and answering client administrative queries via email or telephone ensuring they have a reliable point of contact.

Maintain accurate client information: Inputting new client details on CRM andkeeping it up to date with client information to ensure the team have access to reliable data.

Processing financial transactions on provider platforms: Putting the client advice into action at the final stage of the client journey. Ensuring accurate submissions, checking and regular communication to the client and team with updates.

Collaboration: Working closely with a pod of 2-3 Financial Planners and Paraplanners providing administrative support. Preparing review information ready for Paraplanners to create advice reports. Collating processes and paperwork ahead of advice meetings and setting up CRM transaction records for Paraplanners.

What we offer

At Balance, you’ll be part of a team that values your contribution and offers the chance to grow in a positive, forward-thinking environment.
A supportive team culture that celebrates growth and encourages innovative, client-centric solutions.
Comprehensive training and mentoring, with all professional qualifications and development costs covered.
Flexibility with hybrid working and a focus on work-life balance. Our West Bridgford office is open Tuesday–Thursday, with remote working on other days.
An attractive benefits package, including a competitive salary, pension, life insurance, online GP access, generous holidays with buy-more options, and more.

About us

Balance: Wealth Planning is a Chartered Financial Planning firm helping clients gain clarity, confidence, and peace of mind through holistic, goals-based financial planning.

We’re a team of problem solvers and forward thinkers who genuinely care about our clients and each other. Our culture is built on kindness, collaboration, and continuous improvement.

We are independently recognised as one of the Top 100 Financial Planning companies in the UK.

Difference makes us stronger

As a company whose board members are all women or from a minority ethnic background, we really value diversity, and everyone being fairly included.

We welcome applications from all candidates and promise they will be considered on their own merits, regardless of race, gender, disability, age, religion or sexual orientation. If you are likely to need adjustments to perform this role, please contact us to discuss this further.

How to Apply

Send your CV and a covering message to [email protected].

Job Types: Full-time, Permanent

Pay: £26,000.00-£29,000.00 per year

Benefits:

Additional leave
Casual dress
Company pension
Employee discount
Flexitime
Free parking
Health & wellbeing programme
Life insurance
On-site parking
Private medical insurance
Sick pay
Work from home

Ability to commute/relocate:

Nottingham NG2 7QW: reliably commute or plan to relocate before starting work (required)

Experience:

Financial Administration: 2 years (required)

Work Location: Hybrid remote in Nottingham NG2 7QW

Quick apply

Refine Your Search

financial administrator jobs in oakham, rut

Financial Planning / IFA Administrator

Administrator

Administrator

Home Employment Insurance Administrator

Investment Administrator

Contract Administrator

Financial Services Administrator

Tenancy Application Administrator

PA to Director / Administrator

Senior Administrator

Conference Administrator

General Administrator

Administrator (Bank)

Client Liason Administrator

Payments Administrator

Fleet Administrator

Finance Administrator

Dealership Accountant

Team Member (Admin)

Safer Custody Administrator

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