Job Description
Job Title: Financial Planning Administrator
Industry: Wealth Management
Location: South Birmingham
Salary: Up to £30,000
Job Reference: 10263
Recruit UK are working with a boutique financial planning firm in South Birmingham who are looking to bring on a Financial Planning Administrator to join their growing team.
This is an excellent opportunity to join a well-established and supportive business that places a strong emphasis on employee development and long-term career progression. The firm has built an excellent reputation for delivering high-quality financial planning services and offers a collaborative environment where individuals are encouraged to develop their skills and progress within the industry.
The successful candidate will provide administrative support to the firm's Financial Planners and Paraplanners, helping to ensure the smooth running of the client journey and day-to-day operations.
Duties will include:
• Providing administrative support to Financial Planners and Paraplanners
• Preparing and processing annual review letters
• Managing client relationships and handling client queries
• Inbox and email management
• Diary management and scheduling appointments
• Answering and directing telephone enquiries
• Maintaining accurate client records and updating systems
• Providing ad-hoc administrative support to the wider team as required
Benefits:
• Salary up to £30,000
• Quarterly bonus scheme
• Flexitime hours
• Free parking
• Excellent transport links and local bus routes
• Long-term career progression opportunities
• Full study support, including funded exams and a £500 salary increase for each module passed
• Pension contribution
• Private Medical Insurance
If the above role is of any interest to you, please apply and one of our consultants will be in touch to discuss the opportunity in more detail.
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a boutique financial planning firm in South Birmingham on a Financial Planning Administrator role.
Our commitment to you:
• Start every journey with a conversation to find out about you in-depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
• Take a holistic mindfulness approach - career happiness is rarely just about the money.
