Financial Planning Administrator

6 months ago

Birmingham, United Kingdom Recruit UK Full time

**Job Title**:Financial Planning Administrator

**Industry**:Wealth Management

**Location**:Birmingham City Centre

**Salary**:£22,000 - £33,000 (negotiable on experience)

**Job reference: 7850**

Recruit UK are working with a prestigious wealth management firm that are relocating from London to Birmingham and looking to bring on a Financial Planning Administrator to join their friendly, dynamic team in the city centre of Birmingham. You would be working within a team to support 3 financial advisers, and this may develop into a 1:1 working set up. The company provide fully independent holistic advice and pride themselves on the services they provide to their clients.

**Duties will include**:

- Processing new business
- Client meeting packs
- Illustrations
- Updating CRM system
- Supporting financial advisers
- Annual reviews

**Benefits**:

- Salary up to £33,000
- 24 days holiday plus additional Christmas shutdown
- Flexible working - 2/3 days in the office
- Long term career opportunities - progression into paraplanning and advising
- Share incentive in the company
- Private health care

**Skills and experience required**:

- Previous IFA administration experience
- Proficient use of Excel and Intelligent Office
- Ability to multitask
- Problem solving skills
- Excellent communication skills - both written and verbal
- Ability to work independently and as a team

About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm in Birmingham on a Financial Planning AdministratorAdministration role.

Our commitment to you:
Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.

**Salary**: £22,000.00-£33,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Birmingham: reliably commute or plan to relocate before starting work (required)

Work Location: In person

  • Senior Financial Administrator

    6 months ago

    Birmingham, United Kingdom Affinity Financial Planning Full time

    Job description PLEASE READ CAREFULLY. ONLY APPLY IF YOU HAVE TWO YEARS EXPERIANCE WORKING IN A FINANCIAL PLANNING OFFICE, IF NOT PLEASE DO NOT WASTE YOUR OR OUR TIME. **The business** A small boutique financial advisory business offering bespoke services to high and ultra high net-worth clients is looking to further enhance its back office delivery by...

  • Financial Services Consultant

    2 weeks ago

    Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    **Job Description:**We are looking for a skilled Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will work closely with clients to understand their financial needs and provide tailored advice to help them achieve their goals.The successful candidate will have a strong understanding of investment and pension...

  • Financial Planning Administrator

    6 months ago

    Birmingham, United Kingdom Recruit UK Full time

    **Job Title**:Financial Planning Administrator **Industry**:Wealth Management **Location**:Birmingham City Centre **Salary**:£23,000 - £28,000 (negotiable on experience) **Job reference: 8961** Recruit UK are working with a prestigious wealth management firm in Birmingham and looking to bring on a Financial Planning Administrator to join their...

  • Financial Planning Administrator

    2 weeks 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...

  • Financial Planning Administrator

    1 month ago

    Birmingham, United Kingdom CV-Library 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...

  • 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 providersPreparing meeting packs and client engagement letters for new...

  • Financial Planning Administrator

    1 month ago

    Birmingham, United Kingdom Front Row Recruitment Full time

    Job Description 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...

  • Financial Planning Administrator

    3 weeks 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 providersPreparing meeting packs and client engagement letters for new...

  • 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 providersPreparing meeting packs and client engagement letters for new...

  • 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 providersPreparing meeting packs and client engagement letters for new...

  • Quilter Full-Time Financial Adviser Programme

    2 weeks ago

    Birmingham, United Kingdom Quilter Financial Planning Full time

    Quilter Full-Time Financial Adviser ProgrammeAre you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal...

  • Quilter Full-Time Financial Adviser Programme

    1 month ago

    Birmingham, United Kingdom Quilter Financial Planning Full time

    Quilter Full-Time Financial Adviser ProgrammeAre you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal...

  • Quilter Full-Time Financial Adviser Programme

    1 month ago

    Birmingham, United Kingdom Quilter Financial Planning Full time

    Job Description Quilter Full-Time Financial Adviser Programme Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer: Flexibility around family and a good work/life balance. Excellent financial benefits, with scope for...

  • Financial Services Administrator

    6 months ago

    Birmingham, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    **Financial Services Administrator** **Location: Midlands - Various locations** **Salary: £23,000 - £35,000 (depending on experience)** **Are you an enthusiastic Financial Services Administrator eager for your next role? Could you fulfil a vital support function within a busy office?** You will be working as part of the team at a highly respected...

  • Financial Services Administrator

    7 months ago

    Birmingham, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    **Financial Services Administrator** **Location: Birmingham and Surrounding Areas** **Salary: up to £32,000 depending on experience** **Hours - Full or Part -Time** **Are you an enthusiastic Financial Services Administrator eager for your next role? Could you fulfil a vital support function within a busy office?** You will be working as part of the...

  • Financial Planning Administrator

    6 months ago

    Birmingham, United Kingdom NJR Recruitment Full time

    **Financial Planning Administrator** **Birmingham** **Salary 22,000-25,000** **Free Parking, annual bonus, study support** NJR are currently working alongside a well-established Independent firm of Financial Planners, who have experienced year on year growth. As a result of their continued growth now have an exciting opportunity for an ambitious and...

  • Financial Planning Administrator, Birmingham

    6 months ago

    Birmingham, United Kingdom CleverHR Full time

    **Financial Planning Administrator, Birmingham** **£25k - £27k plus benefits** **We have an exciting new opportunity to join this directly authorised Financial Planning firm that delivers tailored and holistic advice to corporate and private individuals.** With offices in the Midlands and London the firm continue to go from strength to strength and this...

  • Financial Planning Administrator

    1 month ago

    Birmingham, UK, West Midlands, 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 providersPreparing meeting packs and client engagement letters for new...

  • Financial Planning Administrator

    6 months ago

    Birmingham, United Kingdom Brevere Group Full time

    **Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment, with hybrid working - 3 days per week from home?** Due to continued company growth providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services...

  • Advisory Solutions Specialist

    2 weeks ago

    Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    **Opportunity Summary:**We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. This is an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis, developing and growing their career in a supportive environment.The ideal candidate will have proven experience as a financial...