Financial Planning Administrator / Trainee Paraplanner - Keeley and Co : Job Details

Job Title: Financial Planning Administrator / Trainee Paraplanner

Location: Birmingham B3

Salary: From £20,000 to £30,000 pa dependent upon ability, technical knowledge and experience

Job Type: Permanent, Full Time / Part Time

About Us:

Keeley & Co is a boutique financial planning practice with over 80 years of excellence and integrity. We provide comprehensive, high-quality advice to a select client base. We believe in aligning financial strategies with our clients' most meaningful life aspirations, combining our expertise in tax, investment management, and trusts to ensure the best outcomes.

The Opportunity:

This is a fantastic opportunity to join a growing firm. If your goal is to excel as a top-tier administrator, this role provides the perfect platform to refine your skills and deliver work of the highest standard. For those with an ambitious mindset, the position also offers pathwaysto becoming a fully qualified Paraplanner or Chartered Financial Planner, with extensive future options to explore.

Key Responsibilities:

As a Financial Services Administrator, you will play a pivotal role in supporting both Advisers and Paraplanners by:

• Client Liaison - Communicating with clients to gather updates on their financial information for annual reviews.
• Scheduling - Organising and coordinating Annual Review meetings with clients.
• Document Preparation - Drafting letters, emails, and reports using templates, with tailored technical personalisation.
• System Management - Maintaining and updating client management systems and occasionally cashflow modelling software.
• Regulatory Compliance - Preparing FCA-compliant illustrations and assisting with the completion of application forms.
• Portfolio Support - Supporting investment fund switches and ensuring client portfolios are managed efficiently.
• Post Management - Checking, organising, and distributing both incoming and outgoing post.
• Meeting Support - Occasionally attending client meetings to take notes and document discussions.

About you:

Essential Qualities we are looking for:

• A Keen Interest in financial planning - The ideal candidate will have a keen interest in financial planning. We are willing to provide training for the right candidate, however an interest in financial planning is essential
• Attention to Detail - Meticulous, and committed to high-quality work
• Organisation - Ruthlessly organised with excellent time management skills
• Self-Motivation - Proactive and able to work independently
• Ethical and Trustworthy - Demonstrate integrity and respect for client confidentiality
• Communication Skills - Proficient in written and verbal communication, with knowledge of Microsoft Office programs and email
• Ability to learn quickly - support will be given for studying professional examinations

Our Values:

Our team is enthusiastic, motivated, and dedicated to providing the best advice and service to our clients. We value honesty, trustworthiness, and ethical behaviour, all while maintaining a sense of humour.

Why Keeley & Co?

• Growth and Recognition - We’re a small enough firm to notice when you work hard and reward you when you go the extra mile

• Supportive Benefits - We offer 24 days annual leave (increasing with service), bank holidays, death-in-service benefits, income protection insurance, private medical insurance, a pension plan and financial support with exams
• Our Legacy - We have a great reputation as a firm of excellence, integrity and technical expertise, built up over 80 years
• Our Team Culture - We work as a friendly, cooperative team that values high ethical standards and doesn’t take life too seriously

If you’re motivated, detail-oriented, and eager to be part of a close-knit, supportive team, we’d love to hear from you. It is essential that you have the ability to learn quickly and progress. Please send us your CV along with a covering letter explaining why you’d be a great fit for our team.

We will use your name, email address and contact number to contact you about the application you have submitted. For further information on how your information is used, how we maintain security of your information and your rights in relation to the information we hold about you, please see our Staff Privacy Policy on our public website.

Please click the APPLY button to send your CV and Cover Letter for this role.

Candidates with relevant experience and job titles of; Administrative Support, Financial Services Assistant, Client Support Administrator, Trainee Financial Advisor, Trainee Paraplanner, Financial Planner Trainee, Financial Administration may also be considered for this role.