Financial Planning Administrator

mbf; Dacorum; Hybrid; GBP 25,000 - 32,000; Full time

Benefits offered by this job

Performance-related bonus

25 days annual leave plus bank holidays

Contributory pension scheme

Life cover

Option to purchase additional annual leave

Job summary

mbf is looking for a Financial Planning Administrator to join its team in Berkhamsted, United Kingdom. In this hybrid role, you will support Financial Planners and provide high-quality administrative services to clients throughout the advice process.

The ideal candidate will have previous experience within financial services administration and possess strong organizational and communication skills. A commitment to developing a long-term career in financial services is essential.

Attractive salary of £25,000 - £32,000, performance-related bonuses, and a supportive team environment are offered.

Qualifications

• Previous experience in Financial Planning Administration or similar role required.
• Strong understanding of financial planning and investment administration.
• High levels of accuracy and attention to detail needed.

Responsibilities

• Processing Letters of Authority for clients.
• End-to-end new business administration.
• Managing and chasing business pipelines.

Skills

Organisational skills

Communication skills

Attention to detail

Financial planning understanding

Tools

Intelliflo

Job description

Hybrid Working Available

A well-established and highly respected Wealth Management and Financial Planning firm is seeking a Financial Planning Administrator to join its growing team in Berkhamsted.

This is an excellent opportunity for an individual currently working within a Financial Planning Administration role, or someone with previous experience in financial services administration, who is looking to join a professional, supportive, and forward-thinking organisation offering genuine career development opportunities.

Working closely with Financial Planners and a team of experienced colleagues, you will play a key role in delivering high-quality administrative support and ensuring an excellent client experience throughout the advice process.

Key Responsibilities

• Processing Letters of Authority
• End-to-end new business administration
• Preparing application forms and implementing new business on platforms
• Processing fund switches and related transactions
• Obtaining information from product providers
• Managing and chasing business pipelines
• Maintaining accurate client records using CRM systems (Intelliflo experience beneficial)
• Communicating with clients, providers, and third parties via telephone and email
• Supporting Financial Planners with day-to-day administrative requirements

About You

• Previous experience within a Financial Planning Administrator, IFA Administrator, Wealth Management Administrator or similar role
• Good understanding of financial planning and investment administration processes
• Strong organisational and communication skills
• High levels of accuracy and attention to detail
• Experience using Intelliflo would be advantageous but is not essential
• A positive attitude and desire to develop a long-term career within financial services
• £25,000 - £32,000 basic salary depending on experience (potentially higher for exceptional candidates)
• Performance-related bonus scheme
• 25 days annual leave plus bank holidays
• Option to purchase additional annual leave following probation
• Contributory pension scheme
• Life cover
• Hybrid working available after probation (3 days office / 2 days home)
• Supportive team environment and long-term career progression opportunities

If you are looking to join a reputable wealth management business where your contribution will be valued and your career can continue to develop, we'd be delighted to hear from you.