Senior financial planning administrator Work, Jobs in Shirley, Wmd (with Salaries)

Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
10d
Financial Planning Office Manager
Rothesay Bennett Financial Planning —Coventry
- £30,000 - £40,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
10d
People & Engagement Administrator
National Housing Bank —Birmingham
- £30,129 - £35,140 a year
- Full-time
- Hybrid work
- Presentation skills
- SharePoint
- Annual leave
- Employee assistance programme
11d
Senior Paraplanner
RGH‑Global Limited —Coventry
- £40,000 - £45,000 a year
- Part-time
- Mentoring
- Communication skills
- Employee assistance programme
16h
Senior Finance Officer - College of Medicine and Health - 107619 - Grade 6
University of Birmingham —Birmingham
- £33,002 - £39,906 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Office
- Analysis skills
- Annual leave
- Sick pay
11d
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Microsoft Office
- Employee assistance programme
16h
Senior Administrator (National Embedding and Operations) - School of Social Policy and Society - 107606 - Grade 5
University of Birmingham —Birmingham
- £30,062 - £35,883 a year
- Full-time
- Microsoft Powerpoint
- ERP systems
- Microsoft Office
- Annual leave
- Sick pay
6d
Senior Project Administrator -School of Engineering - 107661 - Grade 5 - 9590
University of Birmingham —Birmingham
- £31,900 a year
- Part-time
- Microsoft Powerpoint
- ERP systems
- Microsoft Office
- Annual leave
- Sick pay
3d
Senior / Principal Associate - Restructuring & Insolvency
Gowling WLG —Birmingham
- Hybrid work
- Banking
- Annual leave
Senior Estimator - Birmingham
Galldris —Birmingham
- Civil engineering
- Organisational skills
- IT
- Referral programme
LEAD ADMINISTRATOR L1(CONTRACT)
Wipro Limited —Coventry
- Computer networking
- Communication skills
IFA Administrator
RGH‑Global Limited —Bromsgrove
- £27,000 - £30,000 a year
- Full-time
- Microsoft Office
16h
Assistant Manager - Restructuring
bk plus —Walsall Wood
- Full-time
- Supervising experience
- Organisational skills
- Leadership
- Employee assistance programme
- Employee discount
Quick apply
Executive Building Surveyor
Gleeds —Birmingham
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme

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Senior Financial Planning Administrator
Charles Stanley —Birmingham
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…
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
Provide administration and client support to a team of Financial Planners working for an established business who offer both Financial Planning and Investment…
£35,000 a year
10d

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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 planning administrator jobs in shirley, wmd

Senior Financial Planning Administrator

Senior Financial Planning Administrator

Financial Planning Office Manager

People & Engagement Administrator

Senior Paraplanner

Senior Finance Officer - College of Medicine and Health - 107619 - Grade 6

Senior IFA Administrator

Senior Administrator (National Embedding and Operations) - School of Social Policy and Society - 107606 - Grade 5

Senior Project Administrator -School of Engineering - 107661 - Grade 5 - 9590

Senior / Principal Associate - Restructuring & Insolvency

Senior Estimator - Birmingham

LEAD ADMINISTRATOR L1(CONTRACT)

IFA Administrator

Assistant Manager - Restructuring

Executive Building Surveyor

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