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 & 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