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