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Job Title: Financial Services AdministratorIndustry: Financial PlanningLocation: Birmingham, UKSalary: £30,000 (DOE)Reference Number: 9545
Looking to join a growing, professional team with flexibility, excellent benefits, and long-term career prospects?
Recruit UK are working with a reputable financial advice company in Birmingham offering financial planning services. They are seeking a Financial Services Administrator (Client Delivery Lead) to support their advisers and clients with high-quality service across life, pensions, and investment administration.
This is a hybrid role offering the flexibility to work from home, with a strong emphasis on professional development and work-life balance.
You’ll play a key part in the smooth running of the team, with responsibilities including:
- Client Servicing: Create client packs, process authority letters, and keep documentation up to date.
- Compliance Checks: Carry out AML checks and ensure all compliance paperwork is complete.
- New Business: Track and update new business cases using the client database, keeping planners in the loop.
Benefits:
- Salary up to £30,000 (DOE)
- Flexible hybrid working
- 28 days holiday plus bank holidays
- Early finish on Fridays
- Birthday day off
- 5% matched pension contributions
- 4x salary death in service
- Income protection (up to 5 years)
- Access to 24/7 GP and MediCash discount platform
- Career development through the in-house academy
Skills and experience required:
- Minimum one year in an IFA / Financial Services Administration role
- Strong understanding of the financial planning process
- Excellent communication and telephone manner
- Proficient IT skills including spreadsheets and databases
- Strong planning and organisational skills
If you’re looking to take the next step in your career within a supportive and forward-thinking company, this could be the ideal opportunity for you.
Get in touch to find out more!
