Wealth Planning Admin - Hybrid Role & Career Growth

mbf; Dacorum; Hybrid; GBP 25,000 - 32,000; Full time

Benefits offered by this job

Performance-related bonus

25 days annual leave plus bank holidays

Contributory pension scheme

Life cover

Option to purchase additional annual leave

Job summary

mbf is looking for a Financial Planning Administrator to join its team in Berkhamsted, United Kingdom. In this hybrid role, you will support Financial Planners and provide high-quality administrative services to clients throughout the advice process.

The ideal candidate will have previous experience within financial services administration and possess strong organizational and communication skills. A commitment to developing a long-term career in financial services is essential.

Attractive salary of £25,000 - £32,000, performance-related bonuses, and a supportive team environment are offered.

Qualifications

• Previous experience in Financial Planning Administration or similar role required.
• Strong understanding of financial planning and investment administration.
• High levels of accuracy and attention to detail needed.

Responsibilities

• Processing Letters of Authority for clients.
• End-to-end new business administration.
• Managing and chasing business pipelines.

Skills

Organisational skills

Communication skills

Attention to detail

Financial planning understanding

Tools

Intelliflo

Job description

mbf is looking for a Financial Planning Administrator to join its team in Berkhamsted, United Kingdom. In this hybrid role, you will support Financial Planners and provide high-quality administrative services to clients throughout the advice process.

The ideal candidate will have previous experience within financial services administration and possess strong organizational and communication skills. A commitment to developing a long-term career in financial services is essential.

Attractive salary of £25,000 - £32,000, performance-related bonuses, and a supportive team environment are offered.