PIA Wealth Management
Financial Planning Administrator
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Location: Wolverhampton
Employment Type: Full-Time, Permanent Working Hours: Core hours of 9:30am – 4:30pm, Monday to Friday Salary: Starting at £30,000 Benefits: 24 days plus bank holidays, increasing to 30 with service, Pension, Private Health Insurance
About Us
PIA is a well-established independent financial advice firm providing tailored financial planning solutions to individuals and businesses. We pride ourselves on delivering exceptional client service and building long-term relationships with our clients.
Due to continued growth, we are looking for an organised, professional, and proactive Financial Planning Administrator to join our busy office-based team in Wolverhampton. This is an excellent opportunity for an experienced financial services professional to play a key role in supporting both our clients and advisers while further developing their career within the industry.
Key Responsibilities
- Liaise with new and existing clients, handling queries and service requests professionally and efficiently.
- Conduct pre-meeting and new business research to support financial planning activities.
- Prepare client reports, illustrations, and documentation for meetings and recommendations.
- Assist in the organisation and preparation of client review meetings.
- Submit and process applications relating to life assurance, pensions, investments, and other financial products.
- Maintain accurate client records and ensure all files are compliant with internal and regulatory requirements.
- Support the firm's compliance processes and administrative procedures.
- Communicate effectively with product providers, insurance companies, platforms, and other third parties.
- Manage adviser diaries, schedule meetings, and coordinate appointments.
- Monitor ongoing business cases and provide regular updates to clients and advisers.
- Assist with the day-to-day administration of the business as required.
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The Ideal Candidate
We are looking for someone who is:
- Highly organised with excellent attention to detail.
- Confident communicating with clients, providers, and colleagues.
- Able to work independently using their own initiative, as well as collaboratively within a team.
- Experienced within the financial services industry.
- Familiar with financial planning administration processes and client servicing.
- Experienced in using the Intelliflo back-office system (highly desirable).
- Proactive, adaptable, and capable of managing multiple priorities in a busy environment.
- Proficient in Microsoft Office applications, particularly Outlook, Word, and Excel.
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What We Offer
- 24 days holiday, increasing to 30 with service. You will also have the option to purchase additional days
- Company pension and Private Health Insurance
- Training and development opportunities, including professional qualification support
- Free parking
- 2 free theatre tickets per annum from The Grand
- Family tickets to Weston Park available
Why Join Us?
This is an opportunity to become part of a friendly and supportive team where your work makes a genuine contribution to the success of the business. You'll gain valuable exposure to all aspects of financial planning administration while helping to deliver outstanding service to our clients.
To Apply
Please submit your CV and a brief cover letter outlining your suitability for the role. Applications will be reviewed as they are received.
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