Financial Planning Administrator

JR United Kingdom; Birmingham; Hybrid; GBP 29,000 - 35,000; Full time

Job summary

Join a prestigious Wealth & Investment Management firm as a Financial Planning Administrator in Birmingham. This role is vital in supporting Financial Advisors and clients, ensuring smooth processing of financial planning cases. You will manage client correspondence, prepare reports, and ensure compliance with regulatory standards. Enjoy a competitive salary, attractive benefits, and a supportive work culture that values your professional growth. If you're ready to elevate your career in a dynamic environment, this opportunity is perfect for you.

Benefits

Pension Scheme

Private Healthcare

Annual Performance-Related Bonus

Study Support towards CII Diploma

Flexible Working

Qualifications

• Experience in financial planning or wealth management.
• Strong organizational skills and attention to detail.

Responsibilities

• Support Financial Advisors with client reports and documentation.
• Liaise with clients and financial institutions for application processing.

Skills

Organizational Skills

Attention to Detail

Communication Skills

Interpersonal Skills

Proficiency with Financial Planning Software

MS Office Suite

Education

CII Diploma in Regulated Financial Planning

Tools

Financial Planning Software

Job description

Social network you want to login/join with:

Financial Planning Administrator, birmingham

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Client:

mbf

Location:

birmingham, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

7

Posted:

24.04.2025

Expiry Date:

08.06.2025

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Job Description:

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.