Financial Planning Administrator

mbf; Leeds; On-site; GBP 29,000 - 35,000; Full time

Benefits offered by this job

Excellent benefits and career develop

Employer pension contribution

24 days' annual leave plus bank holi

Discretionary bonus

Vitality private medical insurance

Job summary

mbf, a private wealth management firm in Leeds, is seeking an experienced Financial Planning Administrator to support advisers and paraplanners and maintain accurate client records.

The role covers pre-completing forms, submitting new business, handling costs disclosures, and using Intelligent Office and MS Excel/ Word to manage data.

Excellent benefits, exam support, pension contributions, and clear progression opportunities are on offer.

Qualifications

• At least three years’ experience in a similar financial services administration role.
• Experience in financial planning, wealth management or an IFA practice.
• Experience processing new business across investments and pensions.
• Understanding of financial services compliance and anti-money laundering procedures.
• Strong attention to detail and ability to maintain accurate client records.
• Excellent organisational skills and ability to manage competing deadlines.
• Confidence communicating with providers, colleagues and clients.
• Experience using Intelligent Office
• Intermediate-level Word and Excel skills

Responsibilities

• Supporting Financial Advisers and Paraplanners with client administration
• Preparing and pre-completing application forms
• Producing costs and charges disclosure documents
• Obtaining illustrations and other provider information
• Preparing factsheets, KIIDs and supporting pre-advice documentation
• Submitting new business applications and investment trades through platforms and life companies
• Maintaining accurate records of transactions and trades
• Onboarding new clients and ensuring all required information is recorded
• Adding and updating client information on Intelligent Office
• Using Intelligent Office workflows and Diary Manager to monitor outstanding actions
• Submitting letters of authority and obtaining policy information from providers
• Ensuring client files are accurate, properly formatted and fully up to date
• Checking that anti-money laundering and compliance requirements have been satisfied
• Ensuring appropriate agreements, reports and supporting documentation are held before new business is submitted
• Providing wider administrative support to the office when required

Skills

Financial administration

Wealth management

Attention to detail

Organisational skills

Communication

Tools

Intelligent Office

Excel

Word

Job description

Competitive salary - to around £32,000 but potentially higher for right person

Excellent benefits and career development

An established, privately owned wealth management firm in Leeds is looking to appoint an experienced Financial Planning Administrator.

Founded more than 20 years ago, the business provides bespoke financial planning and private wealth management advice to professionals, senior executives, entrepreneurs and other private clients.

The firm advises across investments, retirement planning, tax planning and wealth protection, building long-term relationships and developing strategies around each client’s individual circumstances and objectives.

This is an opportunity to join a close-knit team of Financial Advisers, Paraplanners and experienced support professionals. You will play an important role in maintaining accurate client records, processing new business and helping the firm deliver a high-quality service to its clients.

The role

Your responsibilities will include:

• Supporting Financial Advisers and Paraplanners with client administration
• Preparing and pre-completing application forms
• Producing costs and charges disclosure documents
• Obtaining illustrations and other provider information
• Preparing factsheets, KIIDs and supporting pre-advice documentation
• Submitting new business applications and investment trades through platforms and life companies
• Maintaining accurate records of transactions and trades
• Onboarding new clients and ensuring all required information is recorded
• Adding and updating client information on Intelligent Office
• Using Intelligent Office workflows and Diary Manager to monitor outstanding actions
• Submitting letters of authority and obtaining policy information from providers
• Ensuring client files are accurate, properly formatted and fully up to date
• Checking that anti-money laundering and compliance requirements have been satisfied
• Ensuring appropriate agreements, reports and supporting documentation are held before new business is submitted
• Providing wider administrative support to the office when required

About you

To be considered, you should have:

• At least three years’ experience in a similar financial services administration role
• Previous experience working within financial planning, wealth management or an IFA practice
• Experience processing new business across investments and pensions
• A good understanding of financial services compliance and anti-money laundering procedures
• Strong attention to detail and the ability to maintain accurate client records
• Excellent organisational skills and the ability to manage competing deadlines
• Confidence communicating with providers, colleagues and clients
• Experience using a financial services back-office system, ideally Intelligent Office
• Intermediate-level Word and Excel skills

Development and progression

• The business has a strong track record of supporting employees who want to develop their careers.
• You will receive exam support and ongoing training, with opportunities to work towards relevant professional qualifications. Depending on your strengths and ambitions, potential progression routes could include senior administration, Paraplanning, technical positions, team management or eventually financial advice.
• Equally, the company values experienced career Administrators who want to deepen their knowledge and take on greater responsibility within client servicing and business operations.

What is on offer?

• Competitive salary based on experience and capabilities
• Employer pension contribution
• 24 days' annual leave plus bank holidays
• Discretionary bonusVitality private medical insurance
• Financial support for professional examinations
• Ongoing training and career development
• A varied position within an established independent wealth management firm
• Genuine opportunities for internal progression

This would be an excellent opportunity for an experienced Financial Planning Administrator who takes pride in accuracy, enjoys working as part of a collaborative team and wants to build a long-term career within wealth management.