Financial Planning Administrator, Birmingham
Location: Birmingham, United Kingdom
Salary: £25,000 - £30,000
Type: Permanent
Workplace: Hybrid
Reference: Ref87679
Job Views: 44
Posted: 22.06.2025
Expiry Date: 06.08.2025
Job Description:
Our partner, a national financial services practice providing bespoke wealth management to high net worth clients, is seeking a Financial Planning Administrator to join their team during a period of growth. You will provide high-quality technical administration and analytical support to Financial Planners, handling complex business processes for both new and existing clients. This role offers a supportive environment with opportunities for career progression.
Benefits:
* 25 days holiday plus bank holidays
* Pension scheme with 5% employer contribution
* Career progression opportunities
* Two paid study leave days per exam and study support
* Flexible/hybrid working (post-probation)
* Company socials/events
* Health and wellbeing support
* Cash plan
* Income Protection
Next Steps:
Apply today to be considered. Our specialist consultants will contact you to discuss the role in detail before submitting your CV. We aim to match your skills and motivations with suitable opportunities. Refer a friend or colleague and receive £200 if we assist them in securing a new role.
Related Terms:
Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Wealth Management, Financial Advisory, Client Support, Adviser Support
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