£30,000 Per Annum
Full Time
Permanent
Birmingham, West Midlands
Finance
Posted 6 days ago
Expires In 23 Days
Job Description
- 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
Tom Ricketts
Tom.Ricketts@Pertemps.co.uk
0121 456 4555
Division 038
Pertemps Birmingham
Network House
119 Hagley Road
Birmingham
West Midlands
B16 8LB
01214 564555
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