Financial Planning Administrator

1 month ago


Birmingham, United Kingdom Front Row Recruitment Full time

My client is a leading name in the UK Financial Services and Investment Management sectors, and they currently seek an experienced Financial Planning Administrator to join their Birmingham team - duties will include:


  • Acting as a first point of contact for clients and product providers
  • Preparing meeting packs and client engagement letters for new clients
  • Assisting financial planners with new business submissions
  • Working with the Financial Planners to produce annual reviews for clients
  • Use of provider systems to generate valuations
  • Ensuring that new business is processed efficiently
  • Completing anti money laundering checks on clients
  • Submit letters of authority to providers
  • Assisting the paraplanning team with client reviews

You will possess 2 years plus experience in a similar support role within the financial services sector - ideally from an IFA although experience from a provider will be considered. You will have excellent administration, communication and organisation skills along with a keen eye for detail and the ability to prioritise your workload. Good all-round knowledge of financial service products and compliance is also important.


This is a great opportunity to join one of the UK's most respected financial service / investment institutions offering a friendly working environment and a generous remuneration package.



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