Financial Planning Administrator

Heat Recruitment; Birmingham; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

A national financial services practice in Birmingham is seeking a Financial Planning Administrator to deliver technical administration and analytical support to financial planners. The role involves processing complex transactions within a dynamic team. Benefits include competitive salary up to £30,000, hybrid working, and career progression opportunities.

Benefits

25 days holiday plus bank holidays

Pension scheme with 5% employer contribution

Career progression opportunities

Two paid study leave days per exam and study support

Flexible/hybrid working (post-probation)

Company socials/events

Health and wellbeing support

Cash plan

Income Protection

Qualifications

• Experience in financial services administration is advantageous.
• Strong analytical and technical skills needed.
• Ability to process complex business transactions.

Responsibilities

• Provide high-quality technical administration support to financial planners.
• Handle processing and monitoring of complex business.
• Work within a supportive team environment.

Job description

Financial Planning Administrator, Birmingham

Location: Birmingham, United Kingdom

Salary: £25,000 - £30,000

Type: Permanent

Workplace: Hybrid

Reference: Ref87679

Job Views: 7

Posted: 12.08.2025

Job Description

We are looking for a Financial Planning Administrator to join a national financial services practice that provides bespoke wealth management services to high net worth clients.

The Opportunity

During a period of growth, our partner is seeking someone to provide high-quality technical administration and analytical support to financial planners. You will handle processing and monitoring of complex business, both new and existing, within a supportive team environment that encourages progression.

Benefits

• 25 days holiday plus bank holidays
• Pension scheme with 5% employer contribution
• Career progression opportunities
• Two paid study leave days per exam and study support
• Flexible/hybrid working (post-probation)
• Company socials/events
• Health and wellbeing support
• Cash plan
• Income Protection

Next Steps

Apply today to be considered. A specialist consultant will contact you to discuss the opportunity and your suitability before submitting your CV to the client. We aim to understand your skills and motivations and may suggest other relevant opportunities.

Refer a friend or colleague and receive £200 if we assist them in securing a new role.

Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Wealth Management, Financial Advisory, Client Support, Adviser Support