Financial Planning Administrator - Hybrid Working

mbf; Exeter; Hybrid; GBP 29,000 - 35,000; Full time

Job summary

An established industry player is seeking a dedicated individual to support a team of Financial Planners and manage a portfolio of high-net-worth clients. This role offers a unique opportunity to thrive in a dynamic environment, where you will build strong relationships, ensure compliance, and manage client files efficiently. The firm is committed to your professional growth, providing comprehensive training and support, including financial sponsorship for qualifications. With a hybrid working model and excellent benefits, this is an exciting chance to advance your career in the financial sector.

Benefits

Discretionary Bonus

Pension

Death in Service

Private Medical Insurance

Study Leave

Training & Development

Progression Opportunities

Qualifications

• Minimum 2 years' experience in Wealth Management or Financial Planning administration.
• Proactive, detail-oriented, and highly organized individual.

Responsibilities

• Build and maintain relationships with Financial Planners and clients.
• Manage post-meeting administrative tasks and ensure compliance.

Skills

Wealth Management Administration

Client Relationship Management

Communication Skills

Organizational Skills

Education

CII Qualifications

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.