Financial Planning Administrator

5 days ago

Leeds, Leeds, United Kingdom mbf. Full time
About the Role

We are seeking an experienced Financial Planning Administrator to join our team at mbf. in Leeds. As a key member of our administration team, you will provide technical support to our Senior Financial Planners and contribute to the delivery of exceptional client outcomes.

Key Responsibilities
  • Build and maintain strong relationships with our Wealth Planners and their clients, ensuring seamless communication and collaboration.
  • Work closely with our Administration team, Para-Planning, and other internal teams to facilitate efficient and quality administration, resulting in excellent client outcomes.
  • Assist Wealth Planners in maintaining and managing client banks, ensuring timely and accurate completion of tasks.
  • Manage Wealth Planner diaries, ensuring that client reviews are timely and in line with documented service levels and regulations.
  • Ensure client files pre- and post-meeting contain all relevant information and paperwork, maintaining a high level of attention to detail.
  • Be responsible for all post-meeting administrative actions, such as processing Letters of Authority and submitting business to various platforms and providers, ensuring timely and accurate completion.
  • Verify and reconcile all initial, on-going, and client-paid fees, ensuring accuracy and efficiency.
  • Support Wealth Planners in seeking out and nurturing opportunities for new business, assisting with client research and on-boarding prospective new clients.
  • Assist Wealth Planners in exploring opportunities for referrals and professional connections, adding value to their achievement.
  • Maintain a basic level of industry knowledge through private reading and attending workshops, staying up-to-date with industry developments.
Requirements
  • Essential:
  • Minimum 3 years of administrative experience in an IFA/Wealth environment.
  • Good knowledge of various provider platforms.
  • Responsibility, accountability, and the ability to be proactive and intuitive in role.
  • Attention to detail and pride in work.
  • Strong communication skills, both written and verbal.
Package
  • Up to £32,000 per annum.
  • Excellent benefits, including pension contribution, PMI, Group Life, and Group Income Protection.
  • Study support and opportunities for professional development.
  • Full-time, hybrid role in Leeds.
  • mbf. is committed to supporting training and development, offering full training and study leave to attain the diploma in financial planning.

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