Wealth Planning Administrator - Growth & Benefits

mbf.; Guiseley; On-site; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Employer pension contribution

Death in service cover

24 days annual leave + bank holidays

Discretionary bonus

Private medical insurance

Professional examinations support

Training and career development

Job summary

mbf is a Leeds-based wealth management firm seeking an experienced Financial Planning Administrator to support Financial Advisers and Paraplanners. You will maintain client records, process new business and help deliver a high-quality service to clients.

You will handle administration across investments and pensions, prepare application forms, client disclosures and provider information, and ensure AML compliance while keeping accurate files and updating client data in Intelligent Office.

Qualifications

• At least 3 years’ experience in financial services administration
• Experience in financial planning, wealth management or an IFA practice
• Experience processing new business across investments and pensions
• Good understanding of AML procedures in financial services
• Strong attention to detail and ability to maintain accurate client records
• Excellent organisational skills and ability to meet deadlines
• Confident communication with providers, colleagues and clients
• Proficient with Word and Excel (intermediate level)

Responsibilities

• Support Financial Advisers and Paraplanners with client administration
• Prepare and pre-complete application forms
• Produce costs and charges disclosure documents
• Obtain illustrations and other provider information
• Prepare factsheets, KIIDs and pre-advice documentation
• Submit new business applications and investment trades
• Maintain accurate transaction and trade records
• Onboard new clients and record information
• Update client information in Intelligent Office
• Use Intelligent Office workflows to monitor actions
• Submit letters of authority and obtain policy information
• Ensure client files are accurate and up-to-date
• Ensure AML/compliance requirements are satisfied
• Provide wider administrative support as needed

Skills

Attention to detail

Organisational skills

Communication

Word & Excel

Tools

Intelligent Office

Job description

mbf is a Leeds-based wealth management firm seeking an experienced Financial Planning Administrator to support Financial Advisers and Paraplanners. You will maintain client records, process new business and help deliver a high-quality service to clients.

You will handle administration across investments and pensions, prepare application forms, client disclosures and provider information, and ensure AML compliance while keeping accurate files and updating client data in Intelligent Office.