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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.
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