Financial Planning Assistant

4 weeks ago


Berkhamsted, Hertfordshire, United Kingdom mbf. Full time
Financial Planning Assistant

We are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team at mbf. in Hertfordshire. As a key member of our financial planning team, you will provide administrative support to our advisers, paraplanners, and practice overall, ensuring our clients receive exceptional financial advice.

Key Responsibilities:
  • Complete post-sale administration tasks, including updating client information and creating wealth reports.
  • Prepare and collect necessary information for complex cases, including CETVs, illustrations, and policy information checklists.
  • Administer new business and review cases, submit applications to providers, and ensure cases are activated efficiently.
  • Prepare and maintain client files, ensuring compliance standards are met.
  • Assist paraplanners with administrative tasks as needed.
  • Occasionally write basic reports, including bed and ISA, fund switches, reviews, withdrawals, and more.
  • Liaise with clients and handle complaints.
  • Provide general administrative support during colleagues' absences.
  • Mentor colleagues to help them develop specialized administrative skills.
What We Offer:
  • Competitive salary banding of £30,000 - £35,000.
  • 25 days basic holidays + bank holidays.
  • Holiday purchase scheme after probationary period.
  • Contributory Pension with option for Salary Sacrifice 4% employer 4% employee.
  • Death in Service Benefit 3 x salary.
  • Employee Assistance Programme.
  • Ability to work from home a couple of days per week after training period.

If you are a motivated and detail-oriented individual looking for a new opportunity, please get in touch. We look forward to hearing from you.



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