Senior Financial Planning Administrator – Birmingham

About the role

Our client, a respected wealth management firm in Birmingham, is seeking an experienced Senior Financial Planning Administrator to provide comprehensive administrative support to their financial planners.

Key responsibilities

• Provide end‑to‑end administrative support to one or two Financial Planners.
• Prepare pre‑meeting packs, engagement letters and client documentation.
• Maintain accurate client records and workflows using Intelligent Office (IO).
• Process new business, fund switches, cash management and platform transactions.
• Monitor pipelines and proactively update planners on case progress.
• Support Annual Reviews in collaboration with Financial Planners and review teams.
• Liaise with product providers, platforms, paraplanners and third parties.
• Conduct four‑eye checks and support quality‑control processes.
• Complete AML checks, including client ID recording and electronic verification.
• Generate client valuations and assist with invoicing.
• Support trust administration and death claims where required.
• Act as a subject‑matter expert in areas such as trusts and DB pension transfers.
• Assist in mentoring and training trainee or apprentice FP administrators.
• Handle client and provider phone queries professionally.

Required profile

• Minimum 3 years’ experience in a financial planning support role within the independent sector.
• Broad knowledge of pension and investment products.
• Excellent attention to detail and organisational abilities.
• Strong written and verbal communication skills.
• Client‑focused, professional and collaborative approach.
• Ability to manage multiple cases and deadlines in a regulated environment.

Required skills

• Intelligent Office (IO) software proficiency.

What we offer

• Competitive remuneration package (£30,000‑£36,000 per year).
• Hybrid working model (1‑2 days remote after training).
• Friendly team environment and excellent benefits.