Financial Planning Administrator - Hybrid, Growth Path

M&G; Huddersfield; Hybrid; GBP 24,000 - 32,000; Full time

Benefits offered by this job

Pension scheme

Share Save and Share Incentive Plan

38 days annual leave including bankhol

Parental leave policy

Private Healthcare

Job summary

M&G is recruiting a Financial Planning Administrator to support Independent Financial Planners with holistic planning and regulatory compliance. The role offers a pathway to Level 4 Diploma in Financial Planning and progression into paraplanning and financial advice.

The role is based in Huddersfield, full-time with flexible hours, and a hybrid model after training to balance office and home working.

Qualifications

• Experience in an administrative role, ideally within financial services.
• Strong organisational skills with the ability to manage workflow effectively.
• Excellent communication skills and confidence when interacting with clients and providers.
• Proficiency in Microsoft Office applications and CRM systems.
• Strong attention to detail and confidentiality.
• Analytical capability to assess documentation against regulatory standards.

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, 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

Strong organisational skills

Excellent communication

Confidentiality

Analytical capability

Client-focused approach

Ability to collaborate across teams

Tools

CRM system

Microsoft Office

Job description

M&G is recruiting a Financial Planning Administrator to support Independent Financial Planners with holistic planning and regulatory compliance. The role offers a pathway to Level 4 Diploma in Financial Planning and progression into paraplanning and financial advice.

The role is based in Huddersfield, full-time with flexible hours, and a hybrid model after training to balance office and home working.