Full time

Financial Administrator

Birmingham
money-bag £30000 per annum
Posted 2 days ago

Job Title: Financial Planning Administrator
Location: Birmingham
Salary: 30K
Contract Type: Permanent
Working Hours: 9:00am – 5:00pm - Hybrid role 2 days at home, 3 days in the office

Job Purpose:
To provide administrative support to Financial Planners in the delivery of high-quality client service. This role is key in ensuring the smooth operation of both new and ongoing business activities within a financial planning environment.

Key Responsibilities:

  • Processing new business applications and servicing existing client accounts.
  • Coordinating with Financial Planners to arrange client review meetings, new business appointments, and manage pipeline activity.
  • Communicating professionally with clients, internal departments, and product providers as required.
  • Creating and maintaining accurate client records on Intelligent Office (iO).
  • Producing up-to-date valuations using JHC Order Routing, Intelligent Office, and provider websites.
  • Managing and distributing incoming and outgoing post.
  • Preparing documents, reports, and hand outs for presentations or internal meetings.
  • Answering incoming calls and supporting general administrative functions across the team.
  • Promoting awareness and ensuring compliance with Anti-Money Laundering (AML) regulations within the department.
Qualifications & Experience:
  • A-Levels or equivalent qualification.
  • Prior experience with Intelligent Office (iO) is desirable.
  • Background in financial planning administration preferred.
  • Strong track record in customer service and general office administration.
Key Skills:
  • Excellent customer service and interpersonal skills.
  • Strong written and verbal communication.
  • High level of attention to detail.
  • Organised and methodical approach to work.

Please click apply or contact Tom Ricketts at Pertemps Hagley Road, Birmingham

Apply

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