Financial Planning Administrator - Hybrid role

mbf.; Devon and Torbay; Hybrid; GBP 31,000 - 37,000; Full time

Benefits offered by this job

Pension scheme

Income protection cover

25 days' holiday

Full exam support

Career progression opportunities

Job summary

mbf. is working with an independent Chartered Financial Planning firm in Exeter, seeking a Financial Planning Administrator to join their friendly, growing team.

This boutique business prides itself on a welcoming culture, supportive environment and client-focused service. The role suits someone with experience in financial planning or financial services administration, with strong organisational skills and attention to detail.

Qualifications

• Experience in financial services administration or financial planning.
• Strong organisational skills and attention to detail.
• Excellent communication skills.
• Proactive, positive attitude and willingness to learn.
• Commitment to building a long-term career in financial planning.

Responsibilities

• Providing administrative support to financial planners and paraplanners.
• Managing client documentation and accurate records.
• Assisting with 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

Financial services administration

Office experience

Communication

Attention to detail

Proactive attitude

Job description

We are working with a highly regarded, independent Chartered Financial Planning firm in Exeter who are looking to appoint a Financial Planning Administrator to join their friendly and growing team.

This is a fantastic opportunity to join a boutique business that prides itself on its welcoming culture, supportive environment and genuinely client-focused approach. The team is known for being collaborative, approachable and committed to delivering a high standard of service while maintaining a positive and enjoyable workplace.

This role would suit someone with previous experience in financial planning or financial services administration, with strong organisational skills, attention to detail and a desire to build a long-term career within financial planning.

Full training and development will be provided, along with support towards professional qualifications.

Key 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

About you:

• Experience within financial services administration or financial planning is desirable
• Alternatively, strong professional experience in an office-based environment
• Excellent communication and organisational skills
• High level of accuracy and attention to detail
• A proactive and positive attitude with a willingness to learn

Package:

• Salary up to £34,000 (dependent on experience and qualifications)
• Hybrid working - 3 days in the office / 2 days from home
• 25 days' holiday plus bank holidays
• Pension scheme
• Income protection cover
• Full exam support and clear career progression opportunities

This is an excellent opportunity to join a supportive, close-knit team within a highly respected boutique firm where you can genuinely develop and progress your career.