Financial Planning Assistant
| Reference | 038106621 | |||
| Sector | Financial Services & Insurance Jobs | |||
| Salary | £30000 per annum | |||
| Town/City | Birmingham | |||
| Locations | UK, West Midlands, West Midlands | |||
| Job Type | Permanent | |||
| Date Posted | 2nd Jul | |||
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Job Description |
| Financial Planning Assistant - Location: Birmingham (Hybrid - 3 days office, 2 days home - flexibility required) - Salary: £30,000 per annum - Contract: Permanent | Full-Time | Monday-Friday, 9am-5pm Join a Leading Wealth Management Firm We're working with a highly respected, national financial services firm to find a Financial Planning Administrator who thrives in a professional, fast-paced environment. This is a fantastic opportunity for someone with a background in financial planning or wealth management administration, looking to develop their career in a hybrid role that offers variety, responsibility, and clear progression. What You'll Be Doing - Providing day-to-day support to a team of experienced Financial Planners - Preparing review packs, valuations, and documentation ahead of client meetings - Processing new business and ensuring compliant servicing of client accounts - Maintaining accurate client records using systems such as Intelligent Office, iO, or similar - Communicating confidently with clients, product providers, and internal teams - Supporting diary and inbox management, ensuring workflow is completed to SLA - Promoting awareness of AML and data protection procedures within the department What We're Looking For - Proven experience in financial planning / IFA / wealth management administration - Confident using provider platforms and producing up-to-date valuations - Experience using Intelligent Office (iO), Xplan, Curo, or similar back-office systems - Excellent communication and interpersonal skills - High level of accuracy and attention to detail - Organised, proactive, and client-focused mindset What's In It for You? - Competitive £30,000 salary - Flexible hybrid working - 3 days in the office, 2 days from home - Opportunity to work alongside a supportive team of financial professionals - Exposure to high-net-worth clients and complex financial cases - Long-term development in a stable and growing firm This is a permanent position with real career potential for someone who's ready to take ownership of their role and be part of a professional, forward-thinking team. Apply now or contact Tom Ricketts at Pertemps Birmingham Hagley  |
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