Financial Administrator - Pertemps Birmingham Industrial : Job Details

Financial Administrator

Pertemps Birmingham Industrial

Job Location : Birmingham, UK

Posted on : 09/06/2025 - Valid Till : 07/07/2025

Job Description :
Job Title: Financial Planning AdministratorLocation: BirminghamSalary: 30KContract Type: PermanentWorking Hours: 9:00am – 5:00pm - Hybrid role 2 days at home, 3 days in the officeJob 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

Salary : 30000 - 30000

Apply Now!

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