Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Planners and manage high-net-worth client portfolios.
- Company: Join a top UK Financial Planning & Investment Management firm with a friendly culture.
- Benefits: Enjoy hybrid working, a competitive salary, bonuses, and excellent training support.
- Why this job: Gain valuable experience in a respected firm with strong growth and development opportunities.
- Qualifications: 2 years in Wealth Management/Financial Planning administration; proactive and organised.
- Other info: Full support for CII qualifications and a dynamic work environment.
The predicted salary is between 28000 - 42000 £ per year.
MBF is working with one of the UK’s leading Financial Planning & Investment Management firms, known for its strong heritage and outstanding reputation. While they have a UK wide presence, they maintain a close-knit, friendly working environment. Their Financial Planning division has grown significantly in recent years, with ambitious plans for continued expansion.
The opportunity
In this role, you will provide comprehensive support to a team of successful Financial Planners and a portfolio of high-net-worth (HNW) clients.
Key Responsibilities:
- Build and maintain strong relationships with Financial Planners and clients.
- Work closely with Paraplanning and internal teams to ensure efficient and high-quality administration, resulting in excellent client outcomes.
- Ensure timely and compliant client reviews in line with service levels and regulations.
- Assist in the scheduling and preparation of client meetings.
- Ensure all client files are accurate and up to date, both pre- and post-meeting.
- Manage all post-meeting administrative tasks, including processing Letters of Authority and submitting business to various platforms and providers.
- Maintain a basic level of industry knowledge through independent learning and workshops.
About You:
- Minimum 2 years' experience in a similar Wealth Management/Financial Planning administration role.
- Ideally working towards CII qualifications (not essential).
- Proactive, detail-oriented, and highly organised.
- Strong communication skills—written, verbal, and listening.
What’s on Offer?
This firm is known for its training and development, providing full support, including financial sponsorship and study leave, to help you attain the Diploma in Financial Planning.
Benefits & Package:
- Salary up to £35,000
- Discretionary Bonus
- Excellent benefits, including pension, death in service, and private medical insurance
- Hybrid working - 3 days in the office, 2 from home
- First-class training & support
- Progression opportunities within a highly respected firm
This is a fantastic opportunity to join a leading organisation and gain valuable experience in a dynamic and professional environment.
Financial Planning Administrator - Hybrid Working employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator - Hybrid Working
✨Tip Number 1
Familiarise yourself with the latest trends in financial planning and investment management. This will not only help you in interviews but also demonstrate your commitment to staying informed in a rapidly evolving industry.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who work in similar roles. Attend industry events or join relevant online forums to build connections that could lead to referrals or insider information about the company.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth clients during the interview. Highlight specific examples of how you've built relationships and provided exceptional service, as this is crucial for the role.
✨Tip Number 4
Showcase your organisational skills by preparing a mock schedule for client meetings or administrative tasks. This practical demonstration can set you apart and illustrate your proactive approach to the responsibilities of the role.
We think you need these skills to ace Financial Planning Administrator - Hybrid Working
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning or wealth management. Emphasise your organisational skills and any previous roles where you supported a team, especially in client-facing environments.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific aspects of the job description that resonate with you, such as building relationships with Financial Planners and clients, and how your skills align with their needs.
Showcase Your Communication Skills: Since strong communication is key for this role, consider including examples in your application that demonstrate your written and verbal communication abilities. This could be through previous job experiences or relevant projects.
Highlight Continuous Learning: Mention any ongoing education or professional development efforts, such as working towards CII qualifications or attending industry workshops. This shows your commitment to growth and staying updated in the financial planning sector.
How to prepare for a job interview at mbf
✨Know Your Financial Planning Basics
Brush up on your knowledge of financial planning and investment management. Be prepared to discuss key concepts and demonstrate your understanding of the industry, as this will show your commitment and readiness for the role.
✨Showcase Your Organisational Skills
Since the role requires a high level of organisation, be ready to provide examples of how you've successfully managed multiple tasks or projects in the past. Highlight any tools or methods you use to stay organised.
✨Demonstrate Strong Communication Abilities
Effective communication is crucial in this role. Prepare to discuss how you've built relationships with clients or colleagues in previous positions. Practise articulating your thoughts clearly and confidently.
✨Prepare Questions for the Interviewers
Have thoughtful questions ready to ask about the company culture, team dynamics, and growth opportunities. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
