Overview
Financial Administrator Jobs in Birmingham, England, UK at Pertemps Birmingham Industrial
Job Title :
Financial Planning Administrator Location :
Birmingham Salary : 30K Contract Type :
Permanent Working Hours : 9:00am 5:00pm – Hybrid role 2 days at home, 3 days in the office Job
Purpose
:
To provide administrative support to Financial Planners in the delivery of high-quality client service. This role is key in ensuring the smooth operation of both new and ongoing business activities within a financial planning environment.
Key Responsibilities
:
Processing new business applications and servicing existing client accounts. Coordinating with Financial Planners to arrange client review meetings, new business appointments, and manage pipeline activity. Communicating professionally with clients, internal departments, and product providers as required. Creating and maintaining accurate client records on Intelligent Office (iO). Producing
up-to-date
valuations using JHC Order Routing, Intelligent Office, and provider websites. Managing and distributing incoming and outgoing post.
Preparing documents, reports, and hand outs for presentations or internal meetings. Answering incoming calls and supporting general administrative functions across the team. Promoting awareness and ensuring compliance with Anti-Money Laundering (AML) regulations within the department. Qualifications & Experience : A-Levels or equivalent qualification. Prior experience with Intelligent Office (iO) is desirable. Background in financial planning administration preferred. Strong track record in customer service and general office administration.
Key Skills :
Excellent customer service and interpersonal skills. Strong written and verbal
communication
. High level of
attention to detail
. Organised and methodical approach to work. Please click apply or contact Tom Ricketts at Pertemps Hagley Road, Birmingham
Title: Financial Administrator
Company: Pertemps Birmingham Industrial
Location: Birmingham, England, UK
Category: Administrative/Clerical (Office Administrator/ Coordinator, Business Administration)
