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Wealth Planning Admin & Client Services Specialist
Job in
Birmingham, West Midlands, B1, England, UK
Listed on 2026-07-13
Listing for:
Front Row Recruitment
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Business Administration
Job Description & How to Apply Below
Front Row Recruitment is seeking a Financial Planning Administrator to join a leading UK financial services firm in Birmingham. You will be the first point of contact for clients and providers, prepare meeting packs and engagement letters, and support planners with new business submissions.
Applicants should have 2+ years in a similar financial services support role; IFA experience is preferred but provider experience is welcome.
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