Financial Planning Administrator - Birmingham - hybrid working - Salary to £30k + benefits

This regional financial planning practice, part of a national practice with £12B AUA is currently seeking a financial services administrator to work out of its Birmingham office (hybrid working available).

In this role you will support the office manager and the financial planners in providing a high quality financial planning service to their clients.

In this varied role you will be involved in producing valuation reports, risk profiling, updating the back office and ensuring compliance documents are on file. In addition you will obtain provider information, undertake submissions to providers and ensuring clients are kept updated.

You must have experience undertaking financial planning administration within an IFA practice and ideally have but not essential experience using FE Analytics.

Basic salary to £30,000 and benefits, hybrid working available.