Planning Administrator

Job Opportunity: Planning Administrator

Salary - 28,000 - 30,000 basic, plus bonus - OTE up to 40,000

Monday to Friday 9am - 5:30pm

Nottingham City Centre (Hybrid - one day working from home)

Are you ready to take the next step in your career? We are a proud to be supporting our client who is seeking a dynamic individual to join a busy team of professionals spread across the UK. This is a fantastic opportunity to work in a high-growth environment, supporting the Strategic Partnerships team in delivering tax-advantaged investment solutions to the UK wealth management industry.

About the Role:

This highly varied role involves collaboration with multiple teams, including Sales, Investment Management, and Investor Relations. You will have the opportunity to work on a wide range of tasks, from data analysis and event management to preparing key documentation for clients and supporting strategic growth initiatives. The position is ideal for someone looking to develop their career, who is proactive and likes a busy fast paced role.

Key Responsibilities:

• Deliver objectives as agreed with your manager.
• Prepare Due Diligence Questionnaires, Product Information Packs, and reports for key client meetings.
• Maintain databases and spreadsheets, analyse data, and conduct competitor analysis.
• Support the organisation and management of events, webinars, and Salesforce campaigns.
• Provide periodic reports to the Executive Committee and sales management.

Required Skills and Experience:

• 2+ years in an administration or paraplanner role.
• High proficiency with Microsoft Excel, Word, and PowerPoint.
• Excellent verbal and written communication skills, numerate, and strong attention to detail.
• Proactive, motivated, and adaptable team player with a willingness to learn.
• Highly organised, able to multi-task, and calm under pressure.
• Integrity and professionalism.

Desirable Skills and Experience:

• Prior experience with CRM systems (e.g., Efront, Salesforce).
• AAT / RO / other professional financial services qualifications.
• A degree in a relevant field.

This is a unique opportunity to advance your career in a vibrant and supportive environment. If you are passionate and eager to grow, we want to hear from you!

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.