Senior financial planner Work, Jobs in Balsall Common, Wmd (with Salaries)

Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
Senior Planner/ Planning Manager
AtkinsRéalis —Birmingham
- Full-time
- Hybrid work
- PMP
- Engineering
- Analysis skills
Senior P6 Planner
AtkinsRéalis —Birmingham
- Full-time
- Hybrid work
- Project management
- Contracts
Head of Structural Engineering – UK & Ireland
AECOM —Birmingham
- Full-time
- Hybrid work
- Business development
- Leadership
- Communication skills
Financial Advisor
Partnership Recruitment —Warwick North
- Up to £60,000 a year
- Hybrid work
- Communication skills
- Tax experience
- Annual leave
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Microsoft Office
- Employee assistance programme
Senior IFA Administrator
Warwick Nub News —Warwick
- Up to £35,000 a year
- Hybrid work
- Organisational skills
- Financial services
- Annual leave
- Employee assistance programme
4d
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
Field Operations Manager - T&D Construction (Multiple Locations, UK)
Burns & McDonnell —Birmingham
- Full-time
- Management
- Computer literacy
- Engineering
Senior Project Planner
AECOM —Birmingham
- Full-time
- Hybrid work
- Accounting
5d
Project Controls Analytics Consultant
AECOM —Birmingham
- Full-time
- Hybrid work
- Engineering
- SQL
- Analysis skills
Project Controls Manager
Assystem —Birmingham
- £65,000 - £75,000 a year
- Microsoft Excel
- Engineering
- Continuous improvement
Senior Paraplanner
RGH‑Global Limited —Birmingham
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Senior Adviser to NHB Chair and CEO
Homes England —Birmingham
- £59,631 - £69,548 a year
- Full-time
- Hybrid work
- Presentation skills
- SharePoint
- Negotiation
- Annual leave
- Employee assistance programme
3d
Planner
Arcus FM —Redditch
- £26,758 a year
- Full-time
- Annual leave
Quick apply
Project Controls Consultant
AECOM —Birmingham
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
11d
Principal Engineer/Project Manager (Operational Technology)
Sweco —Birmingham
- Full-time
- Hybrid work
- Project management
- Travel
- In-person
- Employee assistance programme
- Employee discount
Advisory Consultant - Transaction Advisory
AECOM —Birmingham
- Full-time
- Hybrid work
- Project management
- No degree
- Organisational skills
10d
Principal Transport Planner
AECOM —Birmingham
- Full-time
- Hybrid work
- Business
- Communication skills
Hydropower Lead
AECOM —Birmingham
- Full-time
- Hybrid work
- Sales
- Engineering
- Business development

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Senior Financial Planning Administrator

Charles Stanley -
Birmingham

Apply Now

Job details

Full-time

Qualifications

Financial planning
Oracle
Customer service
Mentoring
Organisational skills
Leadership
Communication skills

Full job description

Profile:

If you’re an experienced Financial Planning Assistant who thrives in a fast‑paced, client‑focused environment, this role gives you the chance to step up as both a trusted partner to a Financial Planner and a mentor within the wider team. You’ll play a central role in ensuring exceptional client service, smooth operational delivery, and the ongoing development of FP Assistants across the business. From managing workflows and onboarding new team members to supporting complex client cases and acting as a subject‑matter expert, this is a role where your organisational strength, technical knowledge, and leadership skills truly shine.

What You’ll Be Responsible For:

Workflow & Operations Management - Oversee team workflows, ensure tasks are updated and monitored in Intelligent Office, and maintain smooth day‑to‑day operations.
Client Meeting Preparation - Prepare pre‑meeting packs, engagement letters, valuations, and documentation for new and existing clients.
Platform & Provider Administration - Submit and process new business, manage cash movements, complete fund switches, and obtain product information and valuations from provider platforms.
Compliance & Quality Assurance - Complete AML checks, support four‑eye reviews, handle trust and death claim administration, and ensure accurate client records.
Client & Stakeholder Communication - Take client and provider calls, liaise with life offices and internal teams, and keep Financial Planners updated on case progress.
Annual Review Support - Work closely with Financial Planners and Paraplanners to facilitate timely and accurate annual reviews and client reports.
Systems & Tools - Use Intelligent Office, Figaro, Oracle, and provider platforms to maintain records, log absences, generate invoices, and manage remuneration expectations.

What You Bring: Required

Degree‑level education (or equivalent experience).
At least 5 years’ experience in Financial Planning Support .
Strong customer service skills and excellent written and verbal communication.
High attention to detail, strong organisational skills, and a methodical approach.
Proven experience mentoring, coaching, or managing team members.
Ability to remain calm, resilient, and solutions‑focused under pressure.

Why This Role Matters:

You’re not just supporting a Financial Planner — you’re helping shape the quality, consistency, and professionalism of the entire FP support function. Your expertise will influence how clients experience the business, how efficiently the team operates, and how new FP Assistants grow into confident, capable professionals.

Apply Now

Refine Your Search

senior financial planner jobs in balsall common, wmd

Senior Financial Planning Administrator

Senior Planner/ Planning Manager

Senior P6 Planner

Head of Structural Engineering – UK & Ireland

Financial Advisor

Senior IFA Administrator

Senior IFA Administrator

Senior Financial Planning Administrator

Field Operations Manager - T&D Construction (Multiple Locations, UK)

Senior Project Planner

Project Controls Analytics Consultant

Project Controls Manager

Senior Paraplanner

Senior Adviser to NHB Chair and CEO

Planner

Project Controls Consultant

Principal Engineer/Project Manager (Operational Technology)

Advisory Consultant - Transaction Advisory

Principal Transport Planner

Hydropower Lead

I want to receive the latest job alerts for senior financial planner in balsall common, wmd

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