Financial Planning Assistant
Location: Birmingham (Hybrid - 3 days office, 2 days home - flexibility required)
Salary: £30,000 per annum
Contract: Permanent | Full-Time | Monday-Friday, 9am-5pm
Join a Leading Wealth Management Firm

We're 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 Doing
Providing 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 similar
Communicating 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 We're Looking For
Proven experience in financial planning / IFA / wealth management administration
Confident using provider platforms and producing up-to-date valuations
Experience using Intelligent Office (iO), Xplan, Curo, or similar back-office systems
Excellent communication and interpersonal skills
High level of accuracy and attention to detail
Organised, proactive, and client-focused mindset
What's In It for You?
Competitive £30,000 salary
Flexible hybrid working - 3 days in the office, 2 days from home
Opportunity 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 who's 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