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- Tasks: Support Financial Planners with high-quality administration and analytical tasks.
- Company: Join a national financial services practice focused on bespoke wealth management.
- Benefits: Enjoy 25 days holiday, flexible working, and career progression opportunities.
- Why this job: Be part of a growing team with a supportive culture and impactful work.
- Qualifications: No specific qualifications required; enthusiasm and willingness to learn are key.
- Other info: Hybrid working available after probation; study support for professional exams.
The predicted salary is between 20000 - 24000 £ per year.
Financial Planning Administrator, Birmingham
Location: Birmingham, United Kingdom
Salary: £25,000 – £30,000
Type: Permanent
Workplace: Hybrid
Reference: Ref87679
Job Views: 44
Posted: 22.06.2025
Expiry Date: 06.08.2025
Job Description:
Our partner, a national financial services practice providing bespoke wealth management to high net worth clients, is seeking a Financial Planning Administrator to join their team during a period of growth. You will provide high-quality technical administration and analytical support to Financial Planners, handling complex business processes for both new and existing clients. This role offers a supportive environment with opportunities for career progression.
Benefits:
- 25 days holiday plus bank holidays
- Pension scheme with 5% employer contribution
- Career progression opportunities
- Two paid study leave days per exam and study support
- Flexible/hybrid working (post-probation)
- Company socials/events
- Health and wellbeing support
- Cash plan
- Income Protection
Next Steps:
Apply today to be considered. Our specialist consultants will contact you to discuss the role in detail before submitting your CV. We aim to match your skills and motivations with suitable opportunities. Refer a friend or colleague and receive £200 if we assist them in securing a new role.
Related Terms:
Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Wealth Management, Financial Advisory, Client Support, Adviser Support
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Financial Planning Administrator employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, especially wealth management. Understanding the terminology and processes will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 3
Prepare to discuss your analytical skills and experience with complex business processes. Think of specific examples from your past roles that demonstrate your ability to handle similar tasks.
✨Tip Number 4
Research our company culture and values at StudySmarter. Being able to articulate how your personal values align with ours can set you apart from other candidates.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and skills required for the Financial Planning Administrator position. Tailor your application to highlight how your experience aligns with these requirements.
Craft a Tailored CV: Create a CV that specifically addresses the skills and experiences relevant to financial planning and administration. Use keywords from the job description to ensure your CV stands out to recruiters.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Provide specific examples of your previous work that demonstrate your ability to handle complex business processes and support financial planners effectively.
Proofread Your Application: Before submitting your application, thoroughly proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in a financial planning role.
How to prepare for a job interview at Heat Recruitment
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Financial Planning Administrator. Familiarise yourself with the key tasks such as providing technical administration and analytical support to Financial Planners, as well as handling complex business processes.
✨Showcase Relevant Experience
Prepare to discuss your previous experience in financial services or administration. Highlight any specific skills or projects that demonstrate your ability to manage client relationships and support financial planning processes.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to wealth management and how they support their employees' career progression. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
✨Demonstrate Your Analytical Skills
Since the role involves analytical support, be ready to discuss examples of how you've used analytical skills in past roles. You might also want to prepare for potential case studies or scenarios that test your problem-solving abilities.
