Financial Planning Assistant

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

Job summary

A leading wealth management firm seeks a Financial Planning Assistant for their Birmingham office. This hybrid role requires providing support to experienced Financial Planners and maintaining client records. A competitive salary of £30,000 is offered, along with opportunities for career progression and exposure to high-net-worth clients.

Benefits

Competitive £30,000 salary

Flexible hybrid working

Supportive team environment

Exposure to high-net-worth clients

Long-term development

Qualifications

• Proven experience in financial planning or wealth management administration.
• Confident using provider platforms and producing valuations.
• Excellent communication skills.

Responsibilities

• Provide support to a team of Financial Planners.
• Prepare review packs and ensure compliant servicing of client accounts.
• Maintain accurate client records.

Skills

Financial planning

Wealth management

Communication

Attention to detail

Organized

Client-focused

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