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- Tasks: Support Wealth Planners with client onboarding, administration, and maintaining accurate records.
- Company: Established UK wealth management firm with a collaborative and friendly culture.
- Benefits: Competitive salary, pension support, healthcare options, and lifestyle perks.
- Why this job: Join a supportive team where your contributions make a real difference.
- Qualifications: Experience in financial planning administration and strong communication skills.
- Other info: Opportunity for career growth and flexible working arrangements.
The predicted salary is between 28000 - 42000 £ per year.
Full Time, Permanent
Negotiable depending on experience - (£35K+) approximately, plus excellent benefits and bonus - contact us to discuss
Office based - potential for some flexibility
I’m working with a well-established UK wealth management business that’s looking for a confident and organised Senior Financial Planning Administrator. If you enjoy being the person who keeps everything running smoothly, supports advisers and builds great relationships with clients, this role could be a perfect fit.
The Role
You’ll be a key support for the Wealth Planners, handling everything from client onboarding and meeting preparation to follow-up actions and general administration. You’ll take ownership of keeping client records accurate, coordinating with internal teams and ensuring clients always feel well looked after. It’s a role that suits someone who enjoys variety, takes pride in doing things properly and likes to be part of a collaborative, friendly team. You’ll also help guide newer team members and contribute to making processes more efficient along the way.
What You’ll Be Doing
- Preparing documents, reports and meeting packs
- Managing client data and onboarding requirements
- Handling general client queries and correspondence
- Coordinating with paraplanning, client services and providers
- Supporting planners with diary management and post-meeting tasks
- Preparing application forms and letters of authority
- Sharing knowledge with junior team members and supporting team improvements
What You’ll Bring
- Experience in financial or wealth planning administration
- Strong understanding of financial planning processes
- Excellent communication skills
- High accuracy, numeracy and attention to detail
- Good working knowledge of Microsoft Office
- Experience with XPlan or Voyant is helpful but not essential
- A proactive, team-focused approach
Benefits
The firm offers a well-rounded benefits package that includes pension support, healthcare options, insurance cover, enhanced family leave, wellbeing initiatives and a range of lifestyle perks. You’ll also have access to flexible schemes and additional employee support programmes. This is a fantastic opportunity to take on a varied and rewarding role within a supportive, professional team where your contribution genuinely matters.
Senior Financial Planning Administrator employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planning Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you show them why you’re the ideal fit for their team!
✨Tip Number 3
Practice your responses to common interview questions, especially those related to financial planning administration. Being confident and articulate about your experience will set you apart from the competition.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Senior Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial planning administration experience and any relevant software knowledge, like XPlan or Voyant, to catch our eye!
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for the Senior Financial Planning Administrator role. Share specific examples of how you've supported teams and managed client relationships in the past.
Show Off Your Attention to Detail: Since accuracy is key in this role, make sure your application is free from typos and errors. A polished application shows us that you take pride in your work and understand the importance of detail.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the process!
How to prepare for a job interview at mbf
✨Know Your Financial Planning Stuff
Make sure you brush up on your knowledge of financial planning processes. Be ready to discuss your experience in wealth management and how you've supported advisers in the past. This will show that you understand the role and can hit the ground running.
✨Show Off Your Organisational Skills
Since this role requires a lot of coordination and administration, prepare examples of how you've successfully managed client data and onboarding in previous positions. Highlight any systems or tools you've used to keep everything organised and efficient.
✨Communicate Like a Pro
Excellent communication is key in this role. Practice articulating your thoughts clearly and confidently. Think about how you can demonstrate your ability to handle client queries and correspondence effectively during the interview.
✨Be a Team Player
This position involves supporting planners and guiding junior team members. Prepare to share examples of how you've collaborated with others in the past and contributed to team improvements. Show that you're not just a lone wolf but someone who thrives in a friendly, collaborative environment.
