Administrator - Financial Services

mbf.; Devon and Torbay; Hybrid; GBP 28,000 - 34,000; Full time

Benefits offered by this job

Discretionary bonus

Generous holiday entitlement

Group Income Protection

Group Life Assurance

Pension

Hybrid working

Job summary

mbf. is seeking an Administrator to join a leading financial planning firm in a central Exeter location. This role is ideal for an organised, professional individual supporting Senior IFA Administrators, Paraplanners and Financial Advisers.

You will handle a range of administrative and client-facing tasks, with on-the-job training to develop a long-term career in financial services. Hybrid working offers 3 days in Exeter and 2 days from home.

Qualifications

• Experience in financial planning, IFA, wealth management or similar environments preferred.
• Professional presentation and articulate communication are essential.
• Strong organisational skills and attention to detail are required.

Responsibilities

• Provide administrative support to Senior IFA Administrators, Paraplanners and Financial Advisers.
• Support the financial planning process with client-focused tasks to ensure smooth operations.
• Benefit from first-class on-the-job training and long-term career development opportunities.

Skills

Organisational skills

Communication skills

Team player

Attention to detail

Education

Degree in a relevant subject

Job description

An exciting opportunity has arisen for an Administrator to join one of the UK's leading financial planning companies, based in a fantastic central Exeter location.

This is an excellent opportunity for an organised, professional and ambitious individual to join an established financial planning business and play an important role in supporting a highly experienced team.

The Role

Working as part of the wider financial planning team, you will provide high-quality administrative support to Senior IFA Administrators, Paraplanners and Financial Advisers.

The role will involve a variety of administrative and client-focused responsibilities, helping to ensure the smooth and efficient running of the financial planning process. You will receive first-class on-the-job training and support, making this an excellent opportunity for someone looking to develop a long-term career within financial services.

About You

The ideal candidate will have some previous experience within financial planning, IFA, wealth management or a similar environment. However, the company is also open to candidates with broader financial services experience, including backgrounds within:

• Pensions providers
• Investment companies
• Financial platforms
• Banking
• Other relevant financial services environments

The client will also consider ambitious graduates who hold a degree in a relevant subject and are looking to build a career within financial planning.

You will be professional, well-presented and articulate, with excellent communication skills and a genuine desire to learn and develop. Strong organisational skills, attention to detail and the ability to work effectively as part of a team are essential.

What's on Offer

• Basic salary up to £31,000
• Discretionary bonus
• Generous holiday entitlement
• Group Income Protection
• Group Life Assurance
• Pension
• Hybrid working - 3 days in the Exeter office and 2 days from home
• First-class on-the-job training and support
• Support towards relevant market exams
• Excellent opportunities for career progression

This is a fantastic opportunity to join a leading name within the financial planning industry, where you will be surrounded by experienced professionals and given the training, support and encouragement needed to develop your career.

The company actively supports professional development and progression, making this an ideal opportunity for someone who is ambitious and wants to build a successful long-term career within financial planning.