Jobs in Bromsgrove, worcestershire, uk

Role : Senior Financial Planning Administrator

Salary : up to £38k + bonus

Location : Bromsgrove

Hybrid working

Are you an experienced financial planning administrator looking to take the next step in your career?

We’re looking to speak with Financial Planning Administrators to join a growing team which will see you working closely with Independent Financial Advisers and their clients by delivering high levels of quality service through pre and post sales administration.

This is a full-time, permanent position with hybrid working (3 days in office 2 from home) offering a competitive salary and a fantastic range of benefits.

What You’ll Be Doing

As a Senior IFA Administrator, you’ll play a key role in ensuring smooth operations and first-class client service by :

• Providing efficient administrative support to a team of Independent Financial Advisers.
• Acting as a first point of contact for advisers, clients, providers, and internal teams.
• Managing client data, ensuring accuracy and compliance with regulations.
• Preparing reports, letters, and correspondence in line with company guidelines.
• Organising new business and review packs for adviser meetings.
• Obtaining valuations and research on financial products such as protection, annuities, and mortgages.
• Processing fund switches, payment requests, and surrenders, ensuring compliance.
• Keeping on top of diary management to support advisers’ daily workflows.
• Mentoring and supporting junior team members, fostering a collaborative work environment.

The ideal background and experience :

Perks & Benefits

Interested to hear more?

If you are interested in this Senior Financial Planning Administration role in Bromsgrove and would like more information please click apply or email [email protected]