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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