Financial Planning Administrator

M&GPrudential; Huddersfield; Hybrid; GBP 24,000 - 31,000; Full time

Benefits offered by this job

Pension up to 18%

Share Save Plan

38 days annual leave

Time Off When You Need It

Inspiring Families policy

Private Healthcare & Life Assurance

Job summary

M&G is seeking a Financial Planning Administrator in Huddersfield to support Independent Financial Planners with administrative tasks, regulatory compliance and client service.

You will liaise with clients to arrange meetings, manage information, and assist with application completion while ensuring accurate records. After an initial training period, hybrid working is available.

Qualifications

• Experience in an administrative role, ideally within financial services
• Strong organisational skills with the ability to manage workflow effectively and communicate progress proactively
• Excellent communication skills and confidence when interacting with clients and providers
• Proficiency in Microsoft Office applications
• Strong attention to detail and appreciation of confidentiality requirements
• Analytical capability to assess documentation against regulatory standards
• Ability to build effective working relationships across teams and stakeholders
• Flexibility, adaptability, and the ability to prioritise multiple tasks effectively
• A client-focused approach, positive attitude, and strong commercial awareness

Responsibilities

• Build and maintain effective working relationships with advisers and compliance teams
• Liaise with clients to arrange meetings, obtain personal information, and support application completion
• Support the achievement of individual productivity objectives and service standards
• Maintain accurate client and departmental records
• Communicate with product providers, financial advisers, and internal colleagues to support client outcomes
• Create and maintain client records within the CRM system
• Process new business applications and support changes to existing business arrangements

Skills

Administrative experience

Organisational skills

Communication skills

Attention to detail

Analytical ability

Relationship building

Flexibility

Prioritisation

Client focus

Commercial awareness

Tools

Microsoft Office

Job description

At M&G, our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions. Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions. Through telling it like it is, owning it now and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent. We will consider flexible working arrangements for any of our roles and offer workplace adjustments to ensure you have the support you need to succeed in your role.

Financial Planning Administrator

Join a quality-focused Central Advice Department that supports Independent Financial Planners in delivering holistic financial planning solutions aligned to clients' individual objectives. The role provides administrative support that enables advisers to focus on client needs while maintaining high standards of accuracy, regulatory compliance, and client service. The role would be a great opportunity for those looking to progress their career within Financial Advice. Once established, there will be an opportunity to be supported with Level 4 Diploma in Financial Planning to enhance knowledge and open up pathways into paraplanning and then financial advice.

• Build and maintain effective working relationships with advisers and compliance teams
• Liaise with clients to arrange meetings, obtain personal information, and support application completion
• Support the achievement of individual productivity objectives and service standards
• Maintain accurate client and departmental records
• Communicate with product providers, financial advisers, and internal colleagues to support client outcomes
• Create and maintain client records within the CRM system
• Process new business applications and support changes to existing business arrangements

Key Knowledge, Skills and Experience

• Experience in an administrative role, ideally within financial services
• Strong organisational skills with the ability to manage workflow effectively and communicate progress proactively
• Excellent communication skills and confidence when interacting with clients and providers
• Proficiency in Microsoft Office applications
• Strong attention to detail and appreciation of confidentiality requirements
• Analytical capability to assess documentation against regulatory standards
• Ability to build effective working relationships across teams and stakeholders
• Flexibility, adaptability, and the ability to prioritise multiple tasks effectively
• A client-focused approach, positive attitude, and strong commercial awareness

The role is full time, with flexible hours available Monday to Friday and based at our Huddersfield office. After an initial training period a hybrid model of working is implemented, with part of the week in the office and part working from home.

Location: Huddersfield Work Level: Colleague Recruiter: Amy Curtis

What we offer:

• A valuable pension scheme of up to 18% (13% made up of employer contributions and 5% employee contributions).
• Access to our Share Save and Share Incentive Plan, alongside financial wellbeing and support services to help give you real confidence to put your money to work.
• Enjoy 38 days annual leave (including bank holidays), with the opportunity to purchase up to five extra days.
• Our Time Off When You Need It policy gives you the flexibility - to balance work and personal commitments.
• Our market-leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave - because supporting families is an important part of our inclusive culture.
• Health & Protection cover includes Private Healthcare, Critical Illness cover and Life Assurance for you, with additional family options - for peace of mind.

To explore more about life at M&G and our full benefits offering, visit Life at M&G

At M&G we strive to have a diverse workforce and an inclusive culture, underpinned by our policies and employee-led networks that offer networking, support and development opportunities for the diverse communities our colleagues represent.

We welcome applications from people of all backgrounds – across gender, ethnicity, age, disability, sexual orientation and more – including neurodivergent individuals, career returners and those with military service experience.

M&G is proud to be Level 3: Disability Confident Leader under the UK Government Disability Confident employer scheme, and we welcome applications from candidates with disabilities and long-term health conditions.

If you would like to participate in the initiative, you will have the opportunity to indicate this on your application.

We are committed to providing an inclusive recruitment process. All candidates have the opportunity to request reasonable adjustments when applying.

If you need any additional support at any stage, please contact us at: [e-mail]

M&G is a leading international savings and investments business, managing money for around 4.6 million individual clients and more than 900 institutional clients in 38 offices worldwide. As at 31 December 2024, we had £345.9 billion of assets under management and administration. Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions. Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions.