Financial Planning Administrator in Solihull

Financial Planning Administrator 

An exciting opportunity has arisen for a Financial Planning Administrator to join one of the UK’s leading wealth management and financial advisory firms, based in the Solihull area. Renowned for their exceptional client service, forward-thinking approach, and long-standing reputation for excellence, this organisation continues to make an impactful difference in the lives of the individuals and businesses they support.

This is an excellent opportunity for an IFA administrator to take ownership of a varied and technically challenging workload, supporting financial advisers and paraplanners in delivering an exceptional service to clients.

You will play a key role in managing the end-to-end administration process, dealing with complex financial planning products and transactions, while also providing guidance and support to junior members of the administration team.

Main Responsibilities for the successful Financial Planning Administrator :

• Managing the end-to-end processing of new business across a range of financial planning products, including trusts, high-risk investments, SIPPs, SSASs, IHT plans, EIS, VCTs and structured products.
• Processing pension transfers, protection applications and underwriting requirements.
• Managing complex withdrawals, income amendments, additional contributions and fund switches.
• Obtaining illustrations, valuations and product information from providers.
• Acting as a key point of contact for clients, handling administrative queries and providing a high level of service.
• Supporting advisers and paraplanners with client meeting preparation and progressing recommendations through to implementation.
• Completing AML checks and due diligence, ensuring compliance with FCA requirements and Consumer Duty obligations.
• Supporting and mentoring junior administrators, sharing knowledge and encouraging best practice.
• Contributing to team discussions and identifying opportunities to improve administrative processes and procedures.

About the successful Financial Planning Administrator :

• Previous experience within an IFA, financial planning or wealth management administration environment.
• A good understanding of pensions, investments and protection products.
• Experience managing complex financial planning administration and new business processing.
• Familiarity with back-office systems and provider platforms.
• Excellent organisational skills and the ability to manage competing priorities.
• Strong communication and stakeholder management skills, with a client-focused approach.
• A proactive attitude, strong attention to detail and the ability to work independently.

What we offer in return to the successful Financial Planning Administrator :

• Salary £30,000 - 34,000 + per annum
• Monday to Friday (35hours a week- on site based)
• Holiday/Leading wealth management pension scheme
• Unrivalled career development prospects and many more!

This is an exciting opportunity to join an innovative, forward-thinking organisation that values talent, supports career progression, and empowers its team to make a real impact. Don’t miss out, get in touch today for more details!

Paradigm Employment Services Ltd is acting as an Employment Agency in relation to this vacancy.