Financial Planning Administrator – Hybrid Working

Director/Senior Recruitment Consultant – Financial Services – South West & Wales

This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Overview

Join a leading national financial planning and asset management business that is recognised for its innovation, success and strong growth. This is an exciting opportunity to be part of a forward-thinking company that offers a supportive and rewarding working environment.

Responsibilities

• Provide first-class administrative support to a group of highly qualified Paraplanners and Financial Planners, ensuring the efficient processing of client business from start to finish.
• Prepare and maintain client records, process new business applications, handle valuations, liaise with providers, prepare meeting packs and support with client reviews – this position will also have regular client contact.
• You will be someone who enjoys building strong relationships and delivering a high standard of service at all times.

Qualifications

• At least two years of experience in a similar Financial Planning Administrator role.

Benefits

• Basic salary up to £37,000
• Discretionary annual bonus
• Very generous holiday allowance plus additional leave
• Private Medical Insurance
• Life Assurance
• Hybrid working arrangement
• Ongoing training and professional development support, including sponsorship for industry qualifications should you wish to pursue them

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance

Location

South West & Wales, United Kingdom

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