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- Tasks: Support advisers and paraplanners with administrative tasks in a financial planning team.
- Company: Join a dynamic financial planning team based near Meriden, focused on exceptional client service.
- Benefits: Earn up to £31,000, enjoy 28 days holiday, and hybrid working options.
- Why this job: Be part of a collaborative team that values detail and offers growth opportunities.
- Qualifications: 3 years' experience in financial services, proficient in Intelligent Office and Microsoft Office.
- Other info: CII exam support available; perfect for detail-oriented and proactive individuals.
The predicted salary is between 24800 - 31200 £ per year.
An exciting opportunity has opened up for an experienced Financial Planning Administrator to join a dynamic and professional financial planning team based near Meriden. This full-time role is ideal for someone who has previously worked in a similar IFA or financial services environment and is looking to take the next step in their career.
You’ll play a key role in supporting advisers and paraplanners, helping to deliver exceptional client service through efficient and accurate administrative support. From submitting new business and producing review packs to maintaining Intelligent Office records, you’ll be an integral part of the back-office function.
Key Responsibilities:- Submit new business and follow through to policy issue
- Maintain and update Intelligent Office and document management systems
- Prepare client valuations and support review pack production
- Process withdrawals, fund switches, and Bed & ISA transfers
- Liaise with clients and providers on queries including death claims
- Mentor junior team members where needed
- Minimum 3 years' experience in an IFA or similar financial services role
- Proficient in Intelligent Office and Microsoft Office
- Strong attention to detail and time management skills
- Clear and professional communication, both written and verbal
- A team player with a proactive attitude
- Salary up to £31,000 depending on experience
- 28 days holiday + bank holidays (increasing with tenure)
- Hybrid working: up to 1–2 days from home (at management discretion)
- CII exam support available, though not required
If you’re detail-oriented, driven, and ready to bring your financial services experience to a collaborative and supportive team, we’d love to hear from you. 📩 Apply now or message for more information and a confidential conversation.
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarise yourself with Intelligent Office, as it's a key tool for this role. If you can demonstrate your proficiency during the interview, it will show that you're ready to hit the ground running.
✨Tip Number 2
Brush up on your knowledge of financial products and services. Being able to discuss recent trends or changes in the industry can set you apart from other candidates and show your passion for the field.
✨Tip Number 3
Prepare examples of how you've provided exceptional client service in previous roles. This will help you illustrate your ability to support advisers and paraplanners effectively.
✨Tip Number 4
Network with professionals in the financial services sector. Engaging with others in the industry can provide valuable insights and potentially lead to referrals, increasing your chances of landing the job.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial services, particularly any roles similar to a Financial Planning Administrator. Emphasise your proficiency in Intelligent Office and Microsoft Office, as well as your attention to detail.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the financial services industry. Mention specific experiences that demonstrate your ability to support advisers and paraplanners effectively.
Highlight Key Skills: In your application, clearly outline your strong communication skills and time management abilities. Provide examples of how you've successfully managed multiple tasks in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at mbf
✨Showcase Your Experience
Make sure to highlight your previous experience in an IFA or financial services role. Be prepared to discuss specific tasks you've handled, such as submitting new business or maintaining records in Intelligent Office.
✨Demonstrate Attention to Detail
Since the role requires strong attention to detail, provide examples of how you've ensured accuracy in your work. This could include discussing how you manage client valuations or process withdrawals.
✨Communicate Clearly
Effective communication is key in this role. Practice articulating your thoughts clearly and professionally, both verbally and in writing. You might even want to prepare a few questions to ask the interviewer to demonstrate your engagement.
✨Emphasise Teamwork and Proactivity
As a team player, share instances where you've collaborated with colleagues or mentored junior team members. Highlight your proactive attitude and how it has positively impacted your previous teams.
