Position details
FINANCIAL PLANNING ADMINISTRATOR
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Sutton Coldfield
£27000 - £32000 01/05/2026
NJR16675
£27000 - £32000 01/05/2026
NJR16675
DESCRIPTION
Financial Planning Administrator
Sutton Coldfield, Birmingham
Salary: up to £32,000
Hybrid working, 2 days from home
An excellent opportunity has arisen for an experienced Financial Services Administrator to join a growing wealth management business in Sutton Coldfield. This is a fantastic opportunity for someone with IFA administration experience who enjoys working in a fast-paced environment and supporting advisers to deliver excellent client outcomes.
The successful candidate will play a key role in providing day-to-day administrative support, ensuring client records are maintained accurately and all business processes are completed efficiently and compliantly.
The Role
Working closely with Advisers and the Operations Manager, you will be responsible for supporting client servicing, preparing review documentation, processing transactions, and maintaining accurate back-office records.
Key Responsibilities
\" Preparing valuations and supporting documentation for annual client reviews
\" Updating and maintaining client records and documentation on Intelligent Office
\" Supporting Advisers by gathering information and preparing client meeting packs
\" Drafting annual suitability letters for existing clients
\" Processing transactions and monitoring progress through to completion
\" Issuing relevant client documentation and ensuring compliance standards are met
\" Handling overflow telephone calls and supporting general client enquiries
\" Supporting ad hoc projects and wider operational tasks
\" Working closely with administration and support teams to ensure smooth business operations
About You
\" Minimum 2 years\' experience within the IFA / Financial Services sector
\" Previous experience in a Financial Services Administration role
\" Strong IT skills and confidence using back-office systems
\" Experience with Intelligent Office or similar systems would be advantageous
\" Excellent organisation skills with the ability to prioritise workload effectively
\" Strong communication skills, both written and verbal
\" High attention to detail and ability to work accurately under pressure
\" Ability to work independently and as part of a wider team
\" Professional, proactive, and client-focused approach
What\'s on Offer
\" Competitive salary depending on experience
\" Opportunity to join a supportive and professional team
\" Exposure to a busy and varied financial services environment
\" Career development opportunities within wealth management
\" Stable, office-based role in Sutton Coldfield
Apply today via NJR Recruitment or call quoting the reference NJR16675
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer \'no\' to key screening questions, we may not be able to contact you.
Sutton Coldfield, Birmingham
Salary: up to £32,000
Hybrid working, 2 days from home
An excellent opportunity has arisen for an experienced Financial Services Administrator to join a growing wealth management business in Sutton Coldfield. This is a fantastic opportunity for someone with IFA administration experience who enjoys working in a fast-paced environment and supporting advisers to deliver excellent client outcomes.
The successful candidate will play a key role in providing day-to-day administrative support, ensuring client records are maintained accurately and all business processes are completed efficiently and compliantly.
The Role
Working closely with Advisers and the Operations Manager, you will be responsible for supporting client servicing, preparing review documentation, processing transactions, and maintaining accurate back-office records.
Key Responsibilities
\" Preparing valuations and supporting documentation for annual client reviews
\" Updating and maintaining client records and documentation on Intelligent Office
\" Supporting Advisers by gathering information and preparing client meeting packs
\" Drafting annual suitability letters for existing clients
\" Processing transactions and monitoring progress through to completion
\" Issuing relevant client documentation and ensuring compliance standards are met
\" Handling overflow telephone calls and supporting general client enquiries
\" Supporting ad hoc projects and wider operational tasks
\" Working closely with administration and support teams to ensure smooth business operations
About You
\" Minimum 2 years\' experience within the IFA / Financial Services sector
\" Previous experience in a Financial Services Administration role
\" Strong IT skills and confidence using back-office systems
\" Experience with Intelligent Office or similar systems would be advantageous
\" Excellent organisation skills with the ability to prioritise workload effectively
\" Strong communication skills, both written and verbal
\" High attention to detail and ability to work accurately under pressure
\" Ability to work independently and as part of a wider team
\" Professional, proactive, and client-focused approach
What\'s on Offer
\" Competitive salary depending on experience
\" Opportunity to join a supportive and professional team
\" Exposure to a busy and varied financial services environment
\" Career development opportunities within wealth management
\" Stable, office-based role in Sutton Coldfield
Apply today via NJR Recruitment or call quoting the reference NJR16675
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer \'no\' to key screening questions, we may not be able to contact you.
Apply Now
