Financial Planning Administrator - Hybrid Working

JR United Kingdom; Exeter; Hybrid; GBP 29,000 - 35,000; Full time

Job summary

An established industry player is seeking a dedicated Financial Planning Administrator to support a team of Financial Planners and high-net-worth clients. In this dynamic role, you will be instrumental in ensuring efficient administration and exceptional client outcomes. The company prides itself on its supportive environment, offering extensive training and development opportunities, including financial sponsorship for professional qualifications. With a hybrid working model, you will enjoy the flexibility of working from home while contributing to a close-knit team focused on excellence in financial planning.

Benefits

Discretionary Bonus

Pension

Private Medical Insurance

Study Leave

First-class Training & Support

Progression Opportunities

Qualifications

• Minimum 2 years' experience in Wealth Management/Financial Planning administration.
• Proactive and highly organized with strong communication skills.

Responsibilities

• Build and maintain relationships with Financial Planners and clients.
• Ensure timely and compliant client reviews and manage post-meeting tasks.

Skills

Wealth Management Administration

Communication Skills

Organizational Skills

Detail-oriented

Education

CII Qualifications

Job description

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Client:

mbf

Location:

exeter, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

28.04.2025

Expiry Date:

12.06.2025

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Job Description:

MBF is working with one of the UK’s leading Financial Planning & Investment Management firms, known for its strong heritage and outstanding reputation. While they have a national presence, they maintain a close-knit, friendly working environment. Their Financial Planning division has grown significantly in recent years, with ambitious plans for continued expansion.

The opportunity

In this role, you will provide comprehensive support to a team of successful Financial Planners and a portfolio of high-net-worth (HNW) clients.

Key Responsibilities:

• Build and maintain strong relationships with Financial Planners and clients.
• Work closely with Paraplanning and internal teams to ensure efficient and high-quality administration, resulting in excellent client outcomes.
• Ensure timely and compliant client reviews in line with service levels and regulations.
• Assist in the scheduling and preparation of client meetings.
• Ensure all client files are accurate and up to date, both pre- and post-meeting.
• Manage all post-meeting administrative tasks, including processing Letters of Authority and submitting business to various platforms and providers.
• Maintain a basic level of industry knowledge through independent learning and workshops.

About You:

• Minimum 2 years' experience in a similar Wealth Management/Financial Planning administration role.
• Ideally working towards CII qualifications (not essential).
• Proactive, detail-oriented, and highly organised.
• Strong communication skills—written, verbal, and listening.

What’s on Offer?

This firm is known for its training and development, providing full support, including financial sponsorship and study leave, to help you attain the Diploma in Financial Planning.

Benefits & Package:

• Salary up to £35,000
• Discretionary Bonus
• Excellent benefits, including pension, death in service, and private medical insurance
• Hybrid working - 3 days in the office, 2 from home
• First-class training & support
• Progression opportunities within a highly respected firm

This is a fantastic opportunity to join a leading organisation and gain valuable experience in a dynamic and professional environment.