At a Glance
- Tasks: Provide top-notch admin support to Financial Planners and manage client documentation.
- Company: Respected Wealth Manager with a friendly team in Birmingham.
- Benefits: Generous pay, hybrid working, and excellent benefits package.
- Other info: Opportunity for mentoring and professional growth in a dynamic setting.
- Why this job: Join a collaborative environment and make a real difference in clients' financial journeys.
- Qualifications: 3+ years in Financial Planning support with strong communication skills.
The predicted salary is between 30000 - 40000 € per year.
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
- Provide end‑to‑end administrative support to a team of Financial Planners
- Prepare pre‑meeting packs, engagement letters and client documentation
- Maintain accurate client records and workflows using Intelligent Office (IO)
- Process new business, fund switches, cash management and platform transactions
- Monitor pipelines and proactively update planners on case progress
- Support Annual Reviews in collaboration with Financial Planners and review teams
- Liaise with product providers, platforms, paraplanners and third parties
- Conduct four‑eye checks and support quality control processes
- Complete AML checks, including client ID recording and electronic verification
- Generate client valuations and assist with invoicing
- Support trust administration and death claims where required
- Act as a subject‑matter expert in specific areas (e.g. trusts, DB pension transfers)
- Assist in mentoring and training trainee/apprentice FP administrators
- Handle client and provider phone queries professionally
Candidate Profile
- Ideally 3 plus years experience in a Financial Planning support role from the independent sector
- Good all round knowledge of pension and investment products
- Excellent attention to detail and organisational skills
- Strong written and verbal communication skills
- Client‑focused, professional and collaborative approach
- Ability to manage multiple cases and deadlines in a regulated environment
In return my client offers a generous remuneration package, hybrid working (1 - 2 days from home), a friendly working environment and excellent benefits package.
Financial Planning Administrator in Birmingham employer: Front Row Recruitment
Join a respected Wealth Manager in Birmingham, where you will thrive in a supportive and collaborative environment. With a generous remuneration package, hybrid working options, and opportunities for professional growth, this role as a Senior Financial Planning Administrator offers a meaningful career path in the financial services sector. Experience a culture that values attention to detail and client-focused service while being part of a friendly team dedicated to excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Administrator in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at the company you're eyeing. A friendly chat can sometimes lead to a referral, which is gold in the job hunt.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of pension and investment products. We want you to shine when discussing your expertise, so think about how your experience aligns with the role and be ready to share specific examples.
✨Tip Number 3
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Check out our website for the latest job openings! Applying directly through us not only gives you access to exclusive roles but also shows your commitment to joining our fantastic team. Let’s get you that dream job!
We think you need these skills to ace Financial Planning Administrator in Birmingham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your experience in financial planning support and any specific skills that match the job description, like your knowledge of pension and investment products.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the team. Mention your experience, attention to detail, and how you can contribute to the friendly environment at our Birmingham office.
Showcase Your Communication Skills:Since strong written communication is key, make sure your application is clear and professional. Avoid jargon and keep it concise while demonstrating your ability to communicate effectively, just like you would with clients.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Front Row Recruitment
✨Know Your Financial Products
Make sure you brush up on your knowledge of pension and investment products. Being able to discuss these confidently will show that you’re not just familiar with the basics but can also engage in deeper conversations about them.
✨Master the Admin Tools
Familiarise yourself with Intelligent Office (IO) and any other tools mentioned in the job description. If you can demonstrate your proficiency with these systems during the interview, it’ll give you a significant edge over other candidates.
✨Showcase Your Attention to Detail
Prepare examples from your past experience where your attention to detail made a difference. Whether it was catching an error in client documentation or ensuring compliance with AML checks, these stories will highlight your suitability for the role.
✨Practice Your Communication Skills
Since strong written and verbal communication skills are crucial, consider doing mock interviews with a friend. Focus on articulating your thoughts clearly and professionally, especially when discussing how you handle client queries and collaborate with financial planners.
