Financial Planning Assistant

Financial Planning AssistantLocation: Birmingham (Hybrid - 3 days office, 2 days home - flexibility required)Salary: 30,000 per annumContract: Permanent Full-Time Monday-Friday, 9am-5pmJoin a Leading Wealth Management FirmWe''re working with a highly respected, national financial services firm to find a Financial Planning Administrator who thrives in a professional, fast-paced environment.This is a fantastic opportunity for someone with a background in financial planning or wealth management administration, looking to develop their career in a hybrid role that offers variety, responsibility, and clear progression.What You''ll Be DoingProviding day-to-day support to a team of experienced Financial PlannersPreparing review packs, valuations, and documentation ahead of client meetingsProcessing new business and ensuring compliant servicing of client accountsMaintaining accurate client records using systems such as Intelligent Office, iO, or similarCommunicating confidently with clients, product providers, and internal teamsSupporting diary and inbox management, ensuring workflow is completed to SLAPromoting awareness of AML and data protection procedures within the departmentWhat We''re Looking ForProven experience in financial planning / IFA / wealth management administrationConfident using provider platforms and producing up-to-date valuationsExperience using Intelligent Office (iO), Xplan, Curo, or similar back-office systemsExcellent communication and interpersonal skillsHig
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!