UA-185291695-1 Financial Planning Admin, Jobs, 378

Financial Planning Admin

IFA Administrator - Birmingham, West Midlands

Ref: 378Friday 7 January 2022

£18,000 - £25,000

The opportunity for a brilliant Financial Planning Administrator to join an IFA that provides a personal, independent, and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status


Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews

Provide high-quality service to clients over the phone, by email, and via post, in a time-efficient manner

Liaise with providers and other 3rd parties, to obtain any information that may be needed


In order to be considered for this unique opportunity, candidates need to have previous experience within a Financial Planning role

 Professional communication manner, both written and verbally

Any Financial Services qualifications are desired