Financial Planning Administrator

3 days ago


Poole, Poole, United Kingdom mbf. Full time

We are delighted to represent a highly successful financial services firm, mbf, located in the UK. Our respected client is currently seeking a Financial Planning Administrator to join their friendly and dynamic team.

As a valued member of the Financial Planning team, you will work alongside accomplished Financial Advisers who provide comprehensive financial advice across the entire market, focusing on high-net-worth private clients. Joining a close-knit team of Financial Advisers, Paraplanners, and Wealth Administrators, you will play a vital role in delivering technical admin support to Senior Paraplanners and Financial Advisers on a daily basis.

Key Responsibilities:

  • Engage with the firm's valued clients to provide exceptional customer service
  • Liaise with insurance providers to ensure seamless policy administration
  • Ensure the smooth operation of online systems to maintain efficient workflow
  • Collaborate closely with Paraplanners on technical matters to deliver high-quality support
  • Provide comprehensive sales support to Financial Advisers

This role is an ideal opportunity for confident and ambitious individuals who are ready to take the next step in their career by joining a leading name in the financial planning market. Our client, mbf, is committed to your professional growth and success. They will provide you with comprehensive training and support to pursue further qualifications. Furthermore, there are excellent prospects for progression within the business.

The client is offering a competitive basic salary to £30,000 + bonus and strong company benefits.



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