Financial planner Work, Jobs in Stourbridge, Wmd (with Salaries)

Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
Financial Planner
Evelyn Partners —Birmingham
- Full-time
- Hybrid work
- Communication skills
Quick apply
Wealth Management Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £30,000 a year
- Communication skills
14d
Paraplanner
Charles Stanley —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
6d
Senior Paraplanner
RGH‑Global Limited —Birmingham
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
Paraplanner
Perspective Financial Group —Droitwich
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Wealth Planner - Wealth Management
Barclays —Birmingham

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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

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Senior Financial Planning Administrator