Financial Planning Admin

ZipRecruiter; Bromsgrove; Hybrid; GBP 30,000 - 38,000; Full time

Job summary

An established industry player is seeking a Senior Financial Planning Administrator to join their dynamic team in Bromsgrove. This full-time position offers hybrid working, allowing you to balance your time between the office and home. You'll play a crucial role in supporting Independent Financial Advisers by managing client data, preparing documentation, and ensuring compliance. With a focus on quality service, you'll help foster a collaborative environment while mentoring junior staff. This role promises a competitive salary, generous benefits, and opportunities for professional growth.

Benefits

Hybrid working

Generous holiday

5% Employer Pension

Health Cash Plan benefits

Discretionary bonus

Loyalty bonus

Christmas and Summer parties

On site Parking

Enhanced Maternity leave

Enhanced Paternity leave

Qualifications

• Experience supporting financial advisers in a financial services setting.
• Strong attention to detail and organisational skills.

Responsibilities

• Provide administrative support to Independent Financial Advisers.
• Manage client data and ensure compliance with regulations.
• Mentor junior team members and support daily workflows.

Skills

Financial services administration

Organisational skills

Microsoft Word

Microsoft Excel

Microsoft Outlook

Communication skills

Teamwork

Job description

Job Description

Role: Senior Financial Planning Administrator

Salary: up to £38k + bonus

Location: Bromsgrove

Hybrid working

Are you an experienced financial planning administrator looking to take the next step in your career?

We’re looking to speak with Financial Planning Administrators to join a growing team which will see you working closely with Independent Financial Advisers and their clients by delivering high levels of quality service through pre and post sales administration.

This is a full-time, permanent position with hybrid working (3 days in office 2 from home) offering a competitive salary and a fantastic range of benefits.

What You’ll Be Doing

As a Senior IFA Administrator, you’ll play a key role in ensuring smooth operations and first-class client service by:

• Providing efficient administrative support to a team of Independent Financial Advisers.
• Acting as a first point of contact for advisers, clients, providers, and internal teams.
• Managing client data, ensuring accuracy and compliance with regulations.
• Preparing reports, letters, and correspondence in line with company guidelines.
• Organising new business and review packs for adviser meetings.
• Obtaining valuations and research on financial products such as protection, annuities, and mortgages.
• Processing fund switches, payment requests, and surrenders, ensuring compliance.
• Keeping on top of diary management to support advisers’ daily workflows.
• Mentoring and supporting junior team members, fostering a collaborative work environment.

The ideal background and experience:

• Experience in financial services administration, ideally supporting financial advisers.
• A keen eye for detail, with strong organisational and planning skills.
• Confident using Microsoft Word, Excel & Outlook.
• The ability to prioritise workloads and meet deadlines in a fast-paced environment.
• A proactive, team-focused attitude, with great communication skills.
• A willingness to learn and grow within the role.

Perks & Benefits

• Hybrid working
• Generous holiday - increasing with length of service with option of buy and sell.
• 5% Employer Pension, 4% Employee contribution
• DIS
• Health Cash Plan benefits
• Discretionary bonus
• Lenght of service loyalty bonus
• Christmas and Summer parties
• On site Parking
• Enhanced Maternity, Paternity and Adoption leave policy!

Interested to hear more?

If you are interested in this Senior Financial Planning Administration role in Bromsgrove and would like more information please click apply or email [e-mail]