Financial Planning Administrator

4 weeks ago


Birmingham, United Kingdom Heat Recruitment Full time

An exciting opportunity has arisen for an experienced financial planning professional to join a national and well regarded IFA in their Birmingham office
**Key responsibilities**
- Processing new business and servicing existing business.
- Liaising with Financial Planners to facilitate review meetings, new client meetings and pipeline business.
- Liaising with clients, internal departments & providers where necessary.
- Creating electronic files for new clients on Intelligent Office and updating existing client records.

**What’s on offer?**
- 27 days holiday plus bank holidays
- Profit Related Pay
- Death in Service - 4 times salary
- 10% pension contribution
- All training + exams paid for
- Hybrid working

**What’s next?**

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

**Synonyms**: Client Services Administrator, Sales Support, Client Support Administrator, Business Support, Client Delivery, Adviser Support, IFA, Wealth Management, Financial Planning, Wealth Admin



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