Advisor Support Administrator Job

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Advisor Support Administrator

Job Posted: 24 days ago

  • Salary: £ 30,000/Annum

    Job Type: Permanent

  • Location: B15, Selly Park, City and Borough of Birmingham

Expire in: 3 days

Job Description

Financial Services Administrator / Junior Paraplanner Location: Edgbaston A well-established financial planning firm is seeking a motivated and experienced Administrator to join their dynamic team. This role offers an exciting opportunity to work within a collaborative environment, supporting Financial Advisers and contributing to delivering outstanding service to clients. An ideal role for anyone who is looking to progress as a paraplanner What will you do? * Process new client applications, ensuring compliance with regulatory requirements. * Maintain accurate client records using CRM systems and handle administrative tasks efficiently. * Liaise with providers to gather plan information and complete regulatory calculations (e.g., carry forward, IHT). * Prepare detailed reports and presentations for adviser meetings. * Respond to client queries promptly, maintaining high standards of professionalism. * Assist with processing investment transactions while adhering to compliance procedures. * Stay informed about financial products and regulatory changes to ensure accuracy. Preferred experience: * A minimum of 2 years’ experience in financial services administration. * An understanding of FCA regulations and compliance procedures. * Proficiency in Microsoft Office and familiarity with CRM platforms. * Excellent communication, organisation, and time management skills. * Attention to detail, proactive attitude, and a commitment to professional development. What's on Offer? * Clear opportunities for salary progression. * Holiday allowance (25 days + bank holidays). * Workplace pension and death-in-service benefits (4x salary). * Supportive, inclusive, and collaborative workplace culture with development opportunities. If you’re ready to make an impact in a thriving financial services environment and further your career, we’d love to hear from you
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