Financial Planning Administrator

2 weeks ago

Birmingham, United Kingdom mbf. Full time

**Financial Planning Administrator - Birmingham - Salary to £30 ,000 plus Bonus and Benefiits (potentially negotiable)**

MBF are currently working with a well established, national Wealth Management Organisation who are currently in the market to recruit a Financial planning Administrator to join their growing team.

**The role**:

- The role will be working in a busy team, supporting the company's Financial Planner's. You will also act as a first point of contact for clients.
- The team is friendly and have a great working environment. They work closely together with the Paraplanners, having regular meetings and social activities which helps with their strong team ethic.
- Activities include; Processing new business, LOA's, preparing meeting packs, liaising with providers and clients, maintaining records on client database

**Requirements**:

- To be considered you must have previous experience within a similar role, you will ideally have worked as an Administrator or PA within a Financial Planning/Wealth Management practice.
- You must have extensive experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint
- Experience of delivering accurate, relevant and timely information
- Those with experience of Investment wrap platforms and Intelligent Office would have an advantage

**On Offer**:

- The client can offer a competitive basic salary up to £30,000
- Discretionary annual Bonus
- Benefits include; Pension contribution, DIS, etc
- They offer a supportive working environment and first class training, you will be supported with any relevant professional exams you wish to take and there will be plenty of opportunities for progression.
- Working hours - 8.30 to 5pm, 37.5/ week

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