Financial Planning Administrator

1 day ago

Bath, Bath and North East Somerset, United Kingdom mbf. Full time

We are seeking an experienced Financial Planning Administrator to join our team at mbf., a national financial planning & investment management organisation. Our client is a well-established, respected organisation that operates at the top end of the industry.

The successful candidate will provide technical support to a team of Senior Financial Planners, working closely with both the Planners and Senior Paraplanners to develop their career and progress within the organisation.

Candidates should have experience within the Wealth Management/Financial Planning remit and hold some CII exams, although this is not a necessity. Our client will provide full support to attain further qualifications and offers an excellent benefits package.

The Role:

  • Build and maintain strong relationships with the Financial Planners and their clients.
  • Work closely with Paraplanning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes.
  • Ensure client reviews are timely and appropriate as per documented service levels and...

What We Offer:

  • A dynamic and supportive work environment.
  • Opportunities for career progression and professional development.
  • An excellent benefits package, including competitive salary and benefits.

How to Apply:

Please submit your application, including your CV and a cover letter, to [insert contact information]. We look forward to hearing from you.

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