Financial Planning Administrator – Hybrid Working

mbf; Exeter; Hybrid; GBP 33,300 - 40,700; Full time

Benefits offered by this job

Discretionary annual bonus

Very generous holiday allowance plus additional leave

Private Medical Insurance

Life Assurance

Ongoing training and professional development support

Job summary

A leading financial services company is seeking a Director/Senior Recruitment Consultant for Financial Services in South West & Wales. This role involves providing top-notch administrative support to financial planners, maintaining client records, and ensuring efficient processing of client business. Candidates should have at least two years of experience in a similar role. The position offers a salary up to £37,000, along with a generous benefits package and hybrid working arrangements.

Qualifications

• At least two years of experience in a similar Financial Planning Administrator role.

Responsibilities

• Provide first-class administrative support to financial planners.
• Prepare and maintain client records, handle valuations, and support client reviews.
• Build strong relationships and deliver a high standard of service.

Job description

Director/Senior Recruitment Consultant - Financial Services - South West & Wales

This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Overview

Join a leading national financial planning and asset management business that is recognised for its innovation, success and strong growth. This is an exciting opportunity to be part of a forward-thinking company that offers a supportive and rewarding working environment.

Responsibilities

• Provide first-class administrative support to a group of highly qualified Paraplanners and Financial Planners, ensuring the efficient processing of client business from start to finish.
• Prepare and maintain client records, process new business applications, handle valuations, liaise with providers, prepare meeting packs and support with client reviews – this position will also have regular client contact.
• You will be someone who enjoys building strong relationships and delivering a high standard of service at all times.

Qualifications

• At least two years of experience in a similar Financial Planning Administrator role.

Benefits

• Basic salary up to £37,000
• Discretionary annual bonus
• Very generous holiday allowance plus additional leave
• Private Medical Insurance
• Life Assurance
• Hybrid working arrangement
• Ongoing training and professional development support, including sponsorship for industry qualifications should you wish to pursue them

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance

Location

South West & Wales, United Kingdom