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 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 £28,000
- 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 financial planning 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

Pay: £23,000.00-£28,000.00 per year

**Benefits**:

- Company pension
- Financial planning services
- Free parking
- Health & wellbeing programme
- On-site parking
- Private dental insurance
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work Location: In person

Reference ID: 8961



  • 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...


  • 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...


  • Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    Financial Adviser OpportunityWe are seeking a highly motivated and ambitious individual to join our team as a financial adviser. This role offers:A unique opportunity to develop expertise in financial advice and guidance.Flexible working arrangements and a good work/life balance.Opportunities for career progression and professional growth.About the RoleThis...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...