Financial Services Administrator

mbf.; Woking; Hybrid; GBP 27,000 - 33,000; Full time

Benefits offered by this job

Bonus

Full training and support

Qualification support

Career progression

Hybrid work

Travel to London during probation (exp

Woking-based

Job summary

mbf. in Woking is seeking a Financial Services Administrator to join a growing Chartered financial planning and wealth management organisation. You will receive structured training and work alongside experienced Financial Planners to build your knowledge of the financial planning process.

The role offers a clear development path, full training, and professional qualification support, with hybrid working from the Woking office after probation.

Qualifications

• Graduates or aspiring administrators with an interest in financial planning.
• Strong attention to detail and a professional approach.
• Willingness to develop through structured training and qualifications.

Responsibilities

• Provide administrative support to Financial Planners and the team.
• Assist with client documentation, applications and admin tasks.
• Liaise with providers and internal teams to provide information and resolve queries.
• Maintain accurate client records and support the client journey.
• Develop knowledge of financial planning and pursue professional qualifications.
• Attend training and contribute to ongoing team support.

Job description

We are working with a successful and growing Chartered financial planning and wealth management organisation to recruit a Financial Services Administrator. Our client places a strong emphasis on developing its people and creating long-term career opportunities.

Based in the Woking office, this position offers an excellent opportunity for a graduate, experienced administrator or someone looking to move into financial services. You will receive structured training and ongoing support while gaining valuable experience working alongside experienced Financial Planners and developing your knowledge of the wider financial planning process.

The Role

• Provide administrative support to Financial Planners and the wider team.
• Assist with client documentation, applications and general administration.
• Liaise with providers and internal teams to obtain information and resolve queries.
• Maintain accurate client records and support the smooth running of the client journey.
• Develop your knowledge of financial planning and financial services.
• Work towards professional qualifications as you progress.

About You

This role would suit a graduate, financial services administrator or someone looking for a new challenge and a long-term career in financial planning.

You will be organised, proactive and keen to learn, with strong attention to detail and a professional approach. Most importantly, you will be ambitious, hardworking and committed to developing your career within financial services.

Package

• Salary up to £30,000
• Bonus
• Strong company benefits
• Full training and ongoing support
• Professional qualification support
• Excellent career progression opportunities
• Woking-based
• Full-time office based during probationary period
• Travel to London during probation for training and to meet wider teams, with expenses covered
• Hybrid working from the Woking office following successful completion of probation

This is a fantastic opportunity to join a growing organisation that genuinely invests in its people and provides the training, support and progression needed to build a successful career within financial services.