Financial Planning Admin - Hybrid, Exam Support & Growth

mbf; Exeter; Hybrid; GBP 31,000 - 37,000; Full time

Benefits offered by this job

Income protection cover

Full exam support

Career progression opportunities

Hybrid working

Job summary

mbf in Exeter is seeking a Financial Planning Administrator to join their growing team. The role provides administrative support to financial planners, manages client documentation, and helps prepare client meeting packs and reports.

This is a fantastic opportunity with full training and support towards professional qualifications. The firm offers a hybrid working pattern (3 days in the office, 2 from home), income protection cover, and clear career progression.

Qualifications

• Experience within financial services administration or financial planning is desirable.
• Strong organisational skills and attention to detail.
• Willingness to learn and pursue professional qualifications.
• Excellent communication and teamwork abilities.

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

Skills

Organisational skills

Attention to detail

Communication skills

Proactive attitude

Job description

mbf in Exeter is seeking a Financial Planning Administrator to join their growing team. The role provides administrative support to financial planners, manages client documentation, and helps prepare client meeting packs and reports.

This is a fantastic opportunity with full training and support towards professional qualifications. The firm offers a hybrid working pattern (3 days in the office, 2 from home), income protection cover, and clear career progression.