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- Tasks: Support Financial Planners with admin tasks, ensuring efficiency and compliance.
- Company: Join a respected financial planning firm known for its client-focused approach.
- Benefits: Enjoy flexible hours, hybrid work, competitive salary, and annual reviews.
- Why this job: Be part of a supportive team, making a real impact in clients' financial journeys.
- Qualifications: Experience in finance admin, strong organisational skills, and a customer-first mindset required.
- Other info: Opportunities for career growth in a collaborative environment.
The predicted salary is between 24000 - 30000 £ per year.
Location: Hybrid (office-based in Loughborough, with flexible working arrangements)
Salary: Up to £30,000 per annum (dependent on experience)
Hours: Flexible working with core hours from 10am-2pm, Monday to Friday
Contract: Full-time, Permanent
I am partnering with a well-regarded financial planning firm to recruit a Financial Planning Administrator. This is a fantastic opportunity for a detail-oriented and proactive individual to join a client-focused, professional team and play an integral role in delivering high-quality financial planning services.
As Financial Planning Administrator, you will provide comprehensive administrative support to a team of Financial Planners and Paraplanners, ensuring all tasks are handled efficiently, accurately, and in compliance with FCA guidelines.
Key Responsibilities- Processing new business applications across pensions, investments, and protection
- Submitting and tracking Letters of Authority (LOAs)
- Obtaining and analysing client policy information from providers
- Updating internal systems to reflect the progress of client cases and business pipelines
- Liaising with product providers to ensure timely processing of applications and requests
- Communicating with clients to gather outstanding information or provide progress updates
- Responding to client and provider queries via phone, email, and post
- Managing daily administrative duties such as scanning, filing, and handling correspondence
- Ensuring all work complies with Treating Customers Fairly (TCF) and Consumer Duty principles
- Previous experience in a similar IFA or wealth management administrative role
- Knowledge of financial products such as pensions, investments, and life assurance
- Strong organisational skills and excellent attention to detail
- Effective communication skills and a customer-first mindset
- Ability to prioritise and manage workload independently
- Competitive salary - up to £30,000 depending on experience
- Flexible working hours to support work-life balance
- Hybrid working - with a preference for office presence to support team operations
- Annual salary review and discretionary performance-related bonus
- 3x death in service cover
- Supportive and collaborative working environment
- Opportunities for career progression within a growing business
Financial Planning Administrator employer: mbf.
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 the financial products mentioned in the job description, such as pensions and investments. This knowledge will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial planning industry. Attend relevant events or join online forums to connect with others who work in similar roles. This can provide insights into the company culture and may even lead to referrals.
✨Tip Number 3
Prepare to discuss your organisational skills and attention to detail in practical terms. Think of specific examples from your past experiences where you successfully managed multiple tasks or improved processes, as these are key attributes for this role.
✨Tip Number 4
Research the company’s values and their approach to client service. Being able to articulate how your personal values align with theirs during the interview can set you apart as a candidate who truly understands their mission.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning or administrative roles. Emphasise your knowledge of financial products like pensions and investments, as well as your organisational skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your attention to detail and proactive nature. Mention specific examples of how you've successfully managed administrative tasks in previous roles, and express your enthusiasm for the position.
Highlight Relevant Skills: In your application, clearly outline your effective communication skills and customer-first mindset. These are crucial for liaising with clients and product providers, so make sure they stand out.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is essential for the Financial Planning Administrator role.
How to prepare for a job interview at mbf.
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products like pensions, investments, and life assurance. Being able to discuss these confidently will show that you're well-prepared and understand the industry.
✨Demonstrate Attention to Detail
As a Financial Planning Administrator, attention to detail is crucial. During the interview, provide examples of how you've successfully managed tasks that required precision and accuracy in previous roles.
✨Showcase Your Organisational Skills
Be ready to discuss how you prioritise and manage your workload. Share specific strategies or tools you use to stay organised, as this will highlight your ability to handle multiple tasks efficiently.
✨Emphasise Your Customer-First Mindset
Since the role involves liaising with clients, it's important to convey your commitment to customer service. Prepare examples of how you've gone above and beyond to meet client needs in past positions.
