Financial Planning Administrator

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

Job summary

A national financial services practice is seeking a Financial Planning Administrator in Birmingham to join their growing team. This role emphasizes providing high-quality technical administration and analytical support to Financial Planners, offering excellent opportunities for career progression in a supportive environment.

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

Company socials/events

Health and wellbeing support

Cash plan

Income Protection

Qualifications

• Experience in client services or financial planning support.
• Strong organizational skills and attention to detail.
• Ability to handle complex business processes.

Responsibilities

• Provide high-quality technical administration and analytical support to Financial Planners.
• Handle complex business processes for new and existing clients.

Skills

Analytical support

Technical administration

Job description

Financial Planning Administrator, Birmingham

Location: Birmingham, United Kingdom

Salary: £25,000 - £30,000

Type: Permanent

Workplace: Hybrid

Reference: Ref87679

Job Views: 44

Posted: 22.06.2025

Expiry Date: 06.08.2025

Job Description:

Our partner, a national financial services practice providing bespoke wealth management to high net worth clients, is seeking a Financial Planning Administrator to join their team during a period of growth. You will provide high-quality technical administration and analytical support to Financial Planners, handling complex business processes for both new and existing clients. This role offers a supportive environment with opportunities for career 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. Our specialist consultants will contact you to discuss the role in detail before submitting your CV. We aim to match your skills and motivations with suitable opportunities. Refer a friend or colleague and receive £200 if we assist them in securing a new role.

Related Terms:

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