Hybrid Financial Planning Administrator | Growth & Training

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

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.