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Financial Planning Administrator

2 months ago

Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full time

Job Summary

Premier Jobs UK Limited is seeking an experienced Financial Planning Administrator to join their team. As a key member of the team, you will play a vital role in ensuring clients receive excellent service and support.

Key Responsibilities

  • Provide administrative support to the financial planning team, including client liaison and data management.
  • Assist with implementing client service agreements, including reviewing risk profiles and arranging meetings with financial advisors.
  • Support the paraplanning team with tasks such as no-change letters and review letters.
  • Work closely with the office manager and other administrators to ensure seamless day-to-day operations.

Requirements

  • Previous experience in a similar role within a financial services firm.
  • Excellent communication and organizational skills, with the ability to handle multiple tasks and deadlines.
  • Strong attention to detail and ability to maintain confidentiality.

Benefits

  • Competitive salary of £32,000 - £35,000 plus bonus scheme.
  • Full-time or part-time hours available.
  • 28 days annual leave, with option to purchase additional leave.
  • Auto-enrolment pension and death in service.
  • Mainly office-based role with some flexibility to work from home.

Company Overview

Premier Jobs UK Limited is a leading recruitment agency specializing in financial services. We pride ourselves on providing exceptional service to our clients and candidates.