Financial Planning Administrator
Location: Birmingham
Salary: Up to £35,000 + Company Benefits + Annual Bonus
Are you an experienced Financial Planning Administrator looking to take the next step in your career? Join one of the UK’s largest and most prestigious Wealth & Investment Management organisations in their busy offices in central Birmingham.
About the Role:
As a Financial Planning Administrator, you will be an integral part of the Wealth Management team, providing high-quality administrative support to Financial Advisors and clients. You’ll play a key role in ensuring the smooth processing of financial planning cases, from client onboarding to ongoing portfolio management.
Key Responsibilities:
- Supporting Financial Advisors with preparation of client reports and documentation
- Liaising with clients, financial institutions, and internal teams to ensure accurate and timely processing of new business applications
- Obtaining client policy information
- Letters of Authority
- Use of various provider Platforms
- Managing client correspondence and maintaining up-to-date client records
- Preparing reports and financial summaries to assist with meetings and reviews
- Ensuring compliance with regulatory standards and company procedures
What They’re Looking For:
- Previous experience in a financial planning or wealth management environment
- Excellent organisational skills and attention to detail
- Proficiency with financial planning software and MS Office suite
- Strong communication and interpersonal skills to liaise effectively with clients and colleagues
- Ability to manage multiple tasks and deadlines in a fast-paced environment
On Offer:
- Competitive salary up to £35,000, depending on experience
- Attractive company benefits including a pension scheme, private healthcare, and more
- Annual performance-related bonus
- A supportive and collaborative work culture with opportunities for career development
- Study support towards CII Diploma Regulated Financial Planning
- Full time or Part time (4 days per week) considered
- Flexible hybrid working available after training period (3 days minimum in office)
Why Join them?
As part of one of the UK’s most respected Wealth & Investment Management firms, you’ll be joining a team that values excellence and client service. This company invest in their people and offer opportunities for professional development in a dynamic and thriving environment.
…