Financial Planning Administrator

Job Description
Financial Planning Administrator
Birmingham
Up to £30,000 + bonus, benefits & exam support
A Birmingham based Firm of Independent Financial Advisers are looking to recruit 2 Administrator's to join their team to provide administrative support to their top adviser.
Working on either the New Business or Client Review team daily duties will include:
Onboarding clients
Submitting new business
Factfinds
Sending LOAs
Preparing meeting packs
Obtaining valuations
Writing letters to clients
Those applying for this position will have previous administration experience gained within an IFA environment focused on holistic financial planning for private clients encompassing pensions, investment and protection and will preferably working towards or has achieved Level 4 Diploma in Financial Planning.
In return you will have the ability to move into a Paraplanner or Advisory role – with full training and exam support – should the individual choose to develop their career in that direction.
This is an exciting opportunity to join an established company at its growth stage and really grow a team and develop within the role.
If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.