Financial Planning Administrator

Description

Financial Planning Administrator - Birmingham Salary: Up to GBP30,000 + bonus & benefitsLocation: Birmingham (Full-time, office-based initially, hybrid available after probation)

An excellent opportunity has arisen for an experienced IFA Administrator to join a highly regarded wealth management firm based in Birmingham. This role offers a supportive working environment, excellent training, and genuine opportunities for professional development and progression.

As a Financial Planning Administrator, you will provide comprehensive support to a team of Financial Planners, ensuring clients receive a seamless and high-quality service. You'll be responsible for preparing documentation and reports, maintaining client records, and liaising with clients and providers to support the delivery of financial advice.

Key responsibilities:

Provide administrative support to Financial Planners and Paraplanners

Prepare and process new business and review documentation

Liaise with clients, providers, and other stakeholders to ensure smooth operations

Maintain accurate and compliant client records

What's on offer:

Salary up to GBP30,000 plus bonus and benefits

Full-time, office-based initially with hybrid working after probation

Excellent training and ongoing professional development

Clear progression opportunities within the business

Friendly, professional, and supportive team environment

Requirements:

Previous experience as an IFA or Financial Planning Administrator

Good knowledge of financial services processes and provider platforms

Strong organisational skills and attention to detail

Confident communicator with a proactive and professional approach

This is a great opportunity for an experienced administrator looking to build a long-term career within a successful and growing financial planning business.

Ad ID: 5417334914