Wealth Planning Admin – Client Onboarding & Support

mbf; Leeds; On-site; GBP 29,000 - 35,000; Full time

Benefits offered by this job

Excellent benefits and career develop

Employer pension contribution

24 days' annual leave plus bank holi

Discretionary bonus

Vitality private medical insurance

Job summary

mbf, a private wealth management firm in Leeds, is seeking an experienced Financial Planning Administrator to support advisers and paraplanners and maintain accurate client records.

The role covers pre-completing forms, submitting new business, handling costs disclosures, and using Intelligent Office and MS Excel/ Word to manage data.

Excellent benefits, exam support, pension contributions, and clear progression opportunities are on offer.

Qualifications

• At least three years’ experience in a similar financial services administration role.
• Experience in financial planning, wealth management or an IFA practice.
• Experience processing new business across investments and pensions.
• Understanding of financial services compliance and anti-money laundering procedures.
• Strong attention to detail and ability to maintain accurate client records.
• Excellent organisational skills and ability to manage competing deadlines.
• Confidence communicating with providers, colleagues and clients.
• Experience using Intelligent Office
• Intermediate-level Word and Excel skills

Responsibilities

• Supporting Financial Advisers and Paraplanners with client administration
• Preparing and pre-completing application forms
• Producing costs and charges disclosure documents
• Obtaining illustrations and other provider information
• Preparing factsheets, KIIDs and supporting pre-advice documentation
• Submitting new business applications and investment trades through platforms and life companies
• Maintaining accurate records of transactions and trades
• Onboarding new clients and ensuring all required information is recorded
• Adding and updating client information on Intelligent Office
• Using Intelligent Office workflows and Diary Manager to monitor outstanding actions
• Submitting letters of authority and obtaining policy information from providers
• Ensuring client files are accurate, properly formatted and fully up to date
• Checking that anti-money laundering and compliance requirements have been satisfied
• Ensuring appropriate agreements, reports and supporting documentation are held before new business is submitted
• Providing wider administrative support to the office when required

Skills

Financial administration

Wealth management

Attention to detail

Organisational skills

Communication

Tools

Intelligent Office

Excel

Word

Job description

mbf, a private wealth management firm in Leeds, is seeking an experienced Financial Planning Administrator to support advisers and paraplanners and maintain accurate client records.

The role covers pre-completing forms, submitting new business, handling costs disclosures, and using Intelligent Office and MS Excel/ Word to manage data.

Excellent benefits, exam support, pension contributions, and clear progression opportunities are on offer.