Financial Planning Assistant

Pertemps Network Group; Birmingham; Hybrid; GBP 30,000; Full time

Job summary

Une entreprise de gestion de patrimoine bien établie recherche un Assistant en planification financière à Birmingham. Dans ce rôle hybride, vous fournirez un soutien quotidien à des planificateurs financiers expérimentés, tout en ayant la possibilité de travailler avec des clients de haut niveau. Une attention particulière aux détails et une expérience en administration de patrimoine sont essentielles pour réussir dans cet environnement spécialisé.

Benefits

Salaire compétitif de £30,000

Travail hybride flexible

Développement professionnel à long terme

Qualifications

• Expérience prouvée en administration de la planification financière / IFA / gestion de patrimoine.
• Connaissance des systèmes de back-office comme Intelligent Office (iO), Xplan, ou Curo.
• Esprit d'initiative et orientation client.

Responsibilities

• Soutenir une équipe de planificateurs financiers expérimentés.
• Préparer des packs de révision et des évaluations pour les réunions clients.
• Gérer des comptes clients et assurer le respect des réglementations.

Skills

Communication

Organisation

Attention to detail

Tools

Intelligent Office

Xplan

Curo

Job description

Financial Planning Assistant

Location: Birmingham (Hybrid - 3 days office, 2 days home - flexibility required)

Salary: £30,000 per annum

Contract: Permanent | Full-Time | Monday-Friday, 9am-5pm

Join a Leading Wealth Management Firm

We're working with a highly respected, national financial services firm to find a Financial Planning Administrator who thrives in a professional, fast-paced environment.

This is a fantastic opportunity for someone with a background in financial planning or wealth management administration, looking to develop their career in a hybrid role that offers variety, responsibility, and clear progression.

What You'll Be Doing

• Providing day-to-day support to a team of experienced Financial Planners
• Preparing review packs, valuations, and documentation ahead of client meetings
• Processing new business and ensuring compliant servicing of client accounts
• Maintaining accurate client records using systems such as Intelligent Office, iO, or similar
• Communicating confidently with clients, product providers, and internal teams
• Supporting diary and inbox management, ensuring workflow is completed to SLA
• Promoting awareness of AML and data protection procedures within the department

What We're Looking For

• Proven experience in financial planning / IFA / wealth management administration
• Confident using provider platforms and producing up-to-date valuations
• Experience using Intelligent Office (iO), Xplan, Curo, or similar back-office systems
• Excellent communication and interpersonal skills
• High level of accuracy and attention to detail
• Organised, proactive, and client-focused mindset

What's In It for You?

• Competitive £30,000 salary
• Flexible hybrid working - 3 days in the office, 2 days from home
• Opportunity to work alongside a supportive team of financial professionals
• Exposure to high-net-worth clients and complex financial cases
• Long-term development in a stable and growing firm

This is a permanent position with real career potential for someone who's ready to take ownership of their role and be part of a professional, forward-thinking team.

Apply now or contact Tom Ricketts at Pertemps Birmingham Hagley.

• Birmingham, Bristol, London, Manchester, Newcastle upon Tyne
• Competitive salary and a broad range of employee benefits