Financial Planning Administrator

1 month ago


Manchester, United Kingdom mbf Full time

MBF is a respected Wealth & Investment Management firm seeking a Financial Planning Administrator to provide high-quality administrative support in their stunning Manchester city centre office.

This role offers the opportunity to work with experienced Financial Advisors and clients, ensuring the smooth processing of financial planning cases from client onboarding to ongoing portfolio management.

  • Support Financial Advisors with client reports and documentation
  • Liaise with clients, financial institutions, and internal teams for accurate and timely new business applications
  • Obtain client policy information, Letters of Authority, and use provider Platforms
  • Manage client correspondence and maintain client records
  • Prepare reports and financial summaries for meetings and reviews
  • Ensure compliance with regulatory standards and company procedures

Key skills and experience include:

  • Previous experience in financial planning or wealth management
  • Excellent organisational skills and attention to detail
  • Proficiency in financial planning software and MS Office suite
  • Strong communication and interpersonal skills
  • Ability to manage multiple tasks and deadlines in a fast-paced environment

We offer a competitive salary up to £32,000 per annum, depending on experience, plus company benefits including a pension scheme, private healthcare, and more. The role also includes annual performance-related bonuses and flexible working options.

Join MBF and contribute to our mission of delivering excellence and exceptional client service in a dynamic environment.



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