Financial Administrator

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 and 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