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, ...