At a Glance
- Tasks: Support Financial Advisers with client accounts and financial planning processes.
- Company: Established financial services business in a supportive team environment.
- Benefits: Salary up to £32,000, full-time role, and excellent career development opportunities.
- Other info: Office-based role in Meriden with a focus on teamwork and client communication.
- Why this job: Join a professional team and build a long-term career in financial services.
- Qualifications: Experience in financial services administration and strong organisational skills.
The predicted salary is between 27000 - 33000 £ per year.
Headturner Search are recruiting on behalf of their client for a Financial Planning Administrator to join their established team based in Meriden. This is a fantastic opportunity for an experienced Financial Planning Administrator or someone with strong financial services administration experience who is looking for a long-term role within a professional and supportive environment.
Working closely with Financial Advisers and the wider team, you will play an important role in ensuring the smooth and efficient administration of client accounts and financial planning processes.
The Role
Your responsibilities will include:
- Providing comprehensive administrative support to Financial Advisers
- Preparing and processing client documentation and correspondence
- Managing new business and ongoing client administration
- Liaising with providers, clients and other relevant third parties
- Processing applications and maintaining accurate client records
- Assisting with reviews and ensuring all required documentation is in place
- Supporting the team with general financial planning administration
- Ensuring work is completed accurately, efficiently and in line with regulatory requirements
About You
We're looking for someone who is:
- Experienced within financial services administration, ideally within a financial planning or IFA environment
- Highly organised with excellent attention to detail
- Confident communicating with clients and professional third parties
- Comfortable managing multiple priorities and working to deadlines
- Proactive, reliable and able to work independently
- A strong team player with a professional and personable approach
- Keen to develop a long-term career within financial services
Experience using financial planning or CRM systems would be advantageous, although full details will be discussed with suitable candidates.
What's on Offer?
- Salary up to £32,000, depending on experience
- Full-time, permanent position
- Office-based role in Meriden
- Opportunity to join an established and professional financial services business
- Supportive team environment
- Excellent opportunity for long-term career development
If you're an experienced Financial Planning Administrator looking for your next opportunity, we'd love to hear from you. Apply today or contact Headturner Search for a confidential conversation about the role.
Financial Planning Administrator in Solihull employer: Headturner Search
Join a forward-thinking organisation in Ledbury that values expertise and innovation in international logistics. As an Import & Export Specialist, you'll thrive in a collaborative work culture that prioritises compliance and problem-solving, offering you the chance to develop your skills while making a significant impact on global operations. With opportunities for professional growth and a supportive environment, this role is perfect for those seeking meaningful and rewarding employment in a dynamic industry.
