We are working with a highly regarded, independent Chartered Financial Planning firm in Exeter who are looking to appoint a Financial Planning Administrator to join their friendly and growing team.
This is a fantastic opportunity to join a boutique business that prides itself on its welcoming culture, supportive environment and genuinely client-focused approach. The team is known for being collaborative, approachable and committed to delivering a high standard of service while maintaining a positive and enjoyable workplace.
This role would suit someone with previous experience in financial planning or financial services administration, with strong organisational skills, attention to detail and a desire to build a long-term career within financial planning.
Full training and development will be provided, along with support towards professional qualifications.
Key responsibilities:
- Providing administrative support to financial planners and paraplanners
- Managing client documentation and maintaining accurate records
- Assisting with the preparation of client meeting packs and reports
- Liaising with providers and clients to ensure smooth processing of business
- Supporting the wider team with day-to-day administrative tasks
About you:
- Experience within financial services administration or financial planning is desirable
- Alternatively, strong professional experience in an office-based environment
- Excellent communication and organisational skills
- High level of accuracy and attention to detail
- A proactive and positive attitude with a willingness to learn
Package:
- Salary up to £34,000 (dependent on experience and qualifications)
- Hybrid working - 3 days in the office / 2 days from home
- 25 days' holiday plus bank holidays
- Pension scheme
- Income protection cover
- Full exam support and clear career progression opportunities
This is an excellent opportunity to join a supportive, close-knit team within a highly respected boutique firm where you can genuinely develop and progress your career.
Financial Planning Administrator - Hybrid role in Exeter employer: mbf
Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.
