Job Title: Financial Planning Administrator
Location: Birmingham
Salary: 30K
Contract Type: Permanent
Working Hours: 9:00am – 5:00pm - Hybrid role 2 days at home, 3 days in the office
Job Purpose:
To provide administrative support to Financial Planners in the delivery of high-quality client service. This role is key in ensuring the smooth operation of both new and ongoing business activities within a financial planning environment.
Key Responsibilities:
* Processing new business applications and servicing existing client accounts.
* Coordinating with Financial Planners to arrange client review meetings, new business appointments, and manage pipeline activity.
* Communicating professionally with clients, internal departments, and product providers as required.
* Creating and maintaining accurate client records on Intelligent Office (iO).
* Producing up-to-date valuations using JHC Order Routing, Intelligent Office, and provider websites.
* Managing and distributing incoming and outgoing post.
* Preparing documents, reports, and hand outs for presentations or internal meetings.
* Answering incoming calls and supporting general administrative functions across the team.
* Promoting awareness and ensuring compliance with Anti-Money Laundering (AML) regulations within the department.
Qualifications & Experience:
* A-Levels or equivalent qualification.
* Prior experience with Intelligent Office (iO) is desirable.
* Background in financial planning administration preferred.
* Strong track record in customer service and general office administration.
Key Skills:
* Excellent customer service and interpersonal skills.
* Strong written and verbal communication.
* High level of attention to detail.
* Organised and methodical approach to work.
Please click apply or contact Tom Ricketts at Pertemps Hagley Road, Birmingham