Financial Planning Administrator

TN United Kingdom; Birmingham; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

An innovative financial services practice is seeking a Financial Planning Administrator to join their dynamic team in Birmingham. This role offers a unique opportunity to provide high-quality technical administration and analytical support to Financial Planners, ensuring seamless processing of complex business and monitoring client relationships. With a focus on career progression and a supportive environment, this position is ideal for those looking to grow within the financial sector. Enjoy the benefits of hybrid working, generous holiday entitlement, and a strong commitment to employee wellbeing. If you are passionate about financial services and eager to make a difference, this is the perfect opportunity for you.

Benefits

25 days holiday plus bank holidays

Pension scheme with 5% employer contribution

Career progression opportunities

Two paid study leave days per exam with study support

Flexible/hybrid working

Company socials/events

Health and wellbeing support

Cash plan

Income Protection

Qualifications

• Experience in providing high-quality technical administration.
• Strong analytical skills to support Financial Planners.

Responsibilities

• Provide technical administration and analytical support to Financial Planners.
• Process complex business and monitor client accounts.

Skills

Technical Administration

Analytical Support

Client Management

Job description

Financial Planning Administrator, Birmingham

Location: Birmingham, United Kingdom

Salary: £25,000 - £30,000

Type: Permanent

Workplace: Hybrid

Reference: Ref87679

Job Views: 6

Posted: 05.05.2025

Expiry Date: 19.06.2025

Job Description

Our client, a National Financial Services Practice, is seeking a Financial Planning Administrator to join their team. The role involves providing high-quality technical administration and analytical support to Financial Planners, processing complex business, and monitoring both new and existing clients. This is an excellent opportunity to work in a supportive environment with clear progression pathways.

Benefits

• 25 days holiday plus bank holidays
• Pension scheme with 5% employer contribution
• Career progression opportunities
• Two paid study leave days per exam with 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. Our specialist consultants will contact you to discuss the role in detail and assess your fit. We also offer a referral bonus of £200 if we assist a friend or colleague in securing a new role.

Additional Information

Relevant synonyms include Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support.