Financial Planning Assistant

Job DescriptionFinancial Planning Assistant Location: Birmingham (Hybrid 3 days office, 2 days home flexibility required) Salary: 30,000 per annum Contract: Permanent | Full-Time | MondayFriday, 9am5pm Join a Leading Wealth Management FirmWere 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 Planners Preparing review packs, valuations, and documentation ahead of client meetings Processing new business and ensuring compliant servicing of client accounts Maintaining accurate client records using systems such as Intelligent Office, iO, or similarCommunicating confidently with clients, product providers, and internal teams Supporting diary and inbox management, ensuring workflow is completed to SLA Promoting awareness of AML and data protection procedures within the department What Were Looking ForProven experience in financial planning / IFA / wealth management administrationConfident using provider platforms and producing up-to-date valuations Experience using Intelligent Office (iO), Xplan, Curo, or similar back-office systemsExcellent communication and interpersonal skills High level of accuracy and attention to detail Organised, proactive, and client-focused mindset Whats In It for You?Competitive 30,000 salaryFlexible hybrid working 3 days in the office, 2 days from homeOpportunity to work alongside a supportive team of financial professionals Exposure to high-net-worth clients and complex financial cases Long-term development in a stable and growing firm This is a permanent position with real career potential for someone whos ready to take ownership of their role and be part of a professional, forward-thinking team. Apply now or contact Tom Ricketts at Pertemps Birmingham Hagley

Created: 2025-07-06