Financial Planning Administrator

5 days ago


Birmingham, United Kingdom mbf Full time

Senior Financial Planning Administrator Full Time, Permanent
Negotiable depending on experience - (£35K+) approximately, plus excellent benefits and bonus - contact us to discuss
Office based - potential for some flexibility

I’m working with a well-established UK wealth management business that’s looking for a confident and organised Senior Financial Planning Administrator. You’ll also help guide newer team members and contribute to making processes more efficient along the way.

Managing client data and onboarding requirements
Experience in financial or wealth planning administration
Strong understanding of financial planning processes
Good working knowledge of Microsoft Office
The firm offers a well-rounded benefits package that includes pension support, healthcare options, insurance cover, enhanced family leave, wellbeing initiatives and a range of lifestyle perks. You’ll also have access to flexible schemes and additional employee support programmes.


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