Financial Planning Administrator

My client, a respected and established Wealth Manager, currently have an opportunity for an experienced Senior Financial Planning Administrator to join their friendly Birmingham team.

Key Responsibilities

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• Provide end-to-end administrative support to one or two Financial Planners
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• Prepare pre-meeting packs, engagement letters and client documentation
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• Maintain accurate client records and workflows using Intelligent Office (IO)
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• Process new business, fund switches, cash management and platform transactions
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• Monitor pipelines and proactively update planners on case progress
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• Support Annual Reviews in collaboration with Financial Planners and review teams
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• Liaise with product providers, platforms, paraplanners and third parties
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• Conduct four-eye checks and support quality control processes
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• Complete AML checks, including client ID recording and electronic verification
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• Generate client valuations and assist with invoicing
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• Support trust administration and death claims where required
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• Act as a subject-matter expert in specific areas (e.g. trusts, DB pension transfers)
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• Assist in mentoring and training trainee / apprentice FP administrators
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• Handle client and provider phone queries professionally
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Candidate Profile

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• Ideally 3 plus years experience in a Financial Planning support role from the independent sector
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• Good all round knowledge of pension and investment products
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• Excellent attention to detail and organisational skills
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• Strong written and verbal communication skills
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• Client-focused, professional and collaborative approach
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• Ability to manage multiple cases and deadlines in a regulated environment
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In return my client offers a generous remuneration package, hybrid working (1 - 2 days from home once training complete), a friendly working environment and excellent benefits package.