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Wealth Planning Admin Specialist; Hybrid
Job in
Birmingham, West Midlands, B1, England, UK
Listed on 2026-01-26
Listing for:
Evelyn Partners
Full Time
position Listed on 2026-01-26
Job specializations:
-
Administrative/Clerical
Business Administration -
Finance & Banking
Financial Consultant, Business Administration
Job Description & How to Apply Below
A leading wealth management firm in Birmingham is seeking an ambitious individual to join their Financial Planning team. This hybrid role involves providing full administrative support to Financial Planners while ensuring client satisfaction. Responsibilities include building relationships with clients, preparing meeting packs, and processing business in accordance with policies. Candidates should have administrative experience, knowledge of financial products, and excellent communication skills.
The firm offers a competitive salary and benefits including private medical insurance and a hybrid working model.
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