Financial Planning Administrator

Job Title: Financial Planning AdministratorIndustry: Wealth ManagementLocation: South BirminghamSalary: Up to £30,000Job Reference: 10263Recruit UK are working with a boutique financial planning firm in South Birmingham who are looking to bring on a Financial Planning Administrator to join their growing team.This is an excellent opportunity to join a well-established and supportive business that places a strong emphasis on employee development and long-term career progression. The firm has built an excellent reputation for delivering high-quality financial planning services and offers a collaborative environment where individuals are encouraged to develop their skills and progress within the industry.The successful candidate will provide administrative support to the firm''s Financial Planners and Paraplanners, helping to ensure the smooth running of the client journey and day-to-day operations.Duties will include:• Providing administrative support to Financial Planners and Paraplanners• Preparing and processing annual review letters• Managing client relationships and handling client queries• Inbox and email management• Diary management and scheduling appointments• Answering and directing telephone enquiries• Maintaining accurate client records and updating systems• Providing ad-hoc administrative support to the wider team as requiredBenefits:• Salary up to £30,000• Quarterly bonus scheme• Flexitime hours• Free parking• Excellent transport links and local bus routes• ..... full job details .....