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Financial Planning Administrator

2 months ago


Trowbridge, Wiltshire, United Kingdom mbf. Full time

About the Role

We are delighted to represent a highly respected and successful financial services company, mbf. Our esteemed client is currently seeking a skilled Financial Planning Administrator to join their dynamic team.

Key Responsibilities

  • Engage with valued clients to provide exceptional administrative support
  • Liaise with insurance providers to ensure seamless operations
  • Collaborate closely with senior team members on technical matters
  • Provide comprehensive sales support to drive business growth

What We Offer

  • A competitive basic salary of up to £30,000 + bonus
  • Strong company benefits and opportunities for professional growth
  • Comprehensive training and support to pursue further qualifications
  • Excellent prospects for progression within the business

About mbf

mbf is a leading name in the financial planning market, committed to delivering exceptional services to its clients. Our client values its employees and provides a supportive and dynamic work environment.