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Financial Planning Administrator

2 months ago

Birmingham, Birmingham, United Kingdom Bruin Full time
Job Description

A boutique financial services firm has recently expanded its client base and is seeking a skilled Financial Planning Administrator to join its Client Servicing team.

Key Responsibilities:
  • Manage the submission of new business applications
  • Oversee the management of Annual Reviews and Portfolio Reviews
  • Liaise with clients, solicitors, accountants, life offices, lenders, and platform providers
  • Handle complex administration enquiries
  • Oversee and sign off Platform withdrawals, fund switches, and transactions
  • Obtain quotations using research tools
  • Prepare reports and assist with the preparation of suitability reports
Requirements:
  • Knowledge and experience of investments and pension products
  • Experience of using a wide range of provider platforms
What We Offer:
  • Full study support
  • Opportunity to move into a Paraplanner or Advisory role with full training and exam support

This is an exciting opportunity to join a growing company with great career development prospects.