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Recruit UK
Bromsgrove
Job Title: Financial Services Administrator Industry: Financial Planning Location: Bromsgrove Salary: up to £30,000 Job reference: 9036 Job Description: Recruit UK are working on an excellent opportunity for an Financial Services Administrator near Bromsgrove to join a well-established Independent Financial Advice practice This company ensures
Job Source: Recruit UKRecruit UK
Sutton Coldfield
Job Title: Financial Planning Administrator Industry: Wealth Management Location: Sutton Coldfield Salary: £25,000 - £35,000 (negotiable dependent on experience) Job Reference: 8984 Job Description: Are you a Financial Planning Administrator seeking your next role in Financial Planning? Recruit UK is working on an excellent opportunity for a Financ
Job Source: Recruit UKRecruit Wealth Ltd
Halesowen
Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Halesowen offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can o
Job Source: Recruit Wealth LtdRecruit Wealth
Halesowen
Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Halesowen offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can o
Job Source: Recruit WealthBruin
Birmingham
Job DescriptionFinancial Planning AdministratorBirminghamUp to £30,000 + bonus, benefits & exam supportA Birmingham based Firm of Independent Financial Advisers are looking to recruit 2 Administrator's to join their team to provide administrative support to their top adviser.Working on either the New Business or Client Review team daily duties will
Job Source: BruinBruin
birmingham, england, United Kingdom
Financial Planning Administrator Birmingham Up to £30,000 + bonus, benefits & exam support A Birmingham based Firm of Independent Financial Advisers are looking to recruit 2 Administrator's to join their team to provide administrative support to their top adviser. Working on either the New Business or Client Review team daily duties will include:
Job Source: BruinMI Search Ltd
Halesowen
This national IFA firm is currently seeking an administrator to work as part of their busy team in Halesowen. In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and gen
Job Source: MI Search LtdBrevere Group
Coventry
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment? Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financia
Job Source: Brevere GroupBirmingham
Our client, a National Financial Services Company, is actively seeking an experienced Financial Planning Administrator. This presents an exciting opportunity to join a growing business with strong values and a clear vision for the future. Hybrid working options are available, along with excellent benefits and ample career advancement opportunities.
As a Financial Planning Administrator, you'll be integral to supporting office managers and financial planners, ensuring the delivery of efficient, professional, and compliant service to our clients.
Your responsibilities will include, but are not limited to:
Managing and organizing provider information and illustrations.
Facilitating the submission of new business and monitoring its progress.
Assisting with investment, pension, and protection business.
Providing exceptional customer service and support to clients.
Generating valuation reports, performance documentation, and review checklists.
Monitoring switches with providers and handling withdrawal instructions.
Ensuring the smooth operation of our back-office systems.
The ideal candidate will have experience in a similar role and a solid understanding of financial planning support. However, experience in the industry is not essential as long as there is a strong desire to work in this field. Excellent customer communication skills and the ability to work well in a team are essential.
In return, we offer a Hybrid working model (2 days remote, 3 days office), 31 days holiday including bank holidays, and additional benefits including income protection, life assurance, EAP, wellness support, and financial wellbeing.
Financial Planning Administrator jobs in Birmingham
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