Financial Planning Administrator
other jobs mbf.
Added before 4 Days
- Northern Ireland,Belfast
- Full Time, Permanent
- £26,000 - £32,000 per annum, negotiable
Job Description:
Financial Planning Administrator
Belfast City Centre
Salary up to £32,000 + Bonus (c.10%) + Excellent Benefits
Hybrid Working (3:2) after 6-month probation
A leading UK-wide Wealth Management firm is seeking an experienced Financial Planning Administrator to join their growing Belfast office.
This is an excellent opportunity to become part of a well-established and highly respected organisation with offices across the UK. The Belfast office is home to a thriving team, including a large Investment Management function of approximately 15-20 professionals, all based in modern, open-plan offices in the heart of the city.
The Role
You will work closely with a team of 4 Financial Planners and 2 Administrators, providing dedicated support to 2 Advisors. This structure allows you to build strong, long-term relationships with both the Advisors and their clients, becoming a key part of the client journey.
Key responsibilities include:
*Supporting Financial Planners with day-to-day administration
*Processing new business applications from start to finish
*Managing client documentation and maintaining accurate records
*Liaising with providers, clients, and internal teams
*Assisting with client reviews and ongoing servicing
*Ensuring compliance and regulatory standards are met
About You
*Previous experience in a Financial Planning or Wealth Management administration role is essential
*Proven experience processing new business
*Strong organisational skills and attention to detail
*Excellent communication skills, both written and verbal
*Ability to build effective relationships with Advisors and clients
What’s on Offer
*Salary up to £32,000
*Bonus of approximately 10% of salary
*Hybrid working (3 days in office, 2 from home) after probation
*Modern, collaborative working environment
*Strong team culture and career development opportunities
*Comprehensive benefits package
Belfast City Centre
Salary up to £32,000 + Bonus (c.10%) + Excellent Benefits
Hybrid Working (3:2) after 6-month probation
A leading UK-wide Wealth Management firm is seeking an experienced Financial Planning Administrator to join their growing Belfast office.
This is an excellent opportunity to become part of a well-established and highly respected organisation with offices across the UK. The Belfast office is home to a thriving team, including a large Investment Management function of approximately 15-20 professionals, all based in modern, open-plan offices in the heart of the city.
The Role
You will work closely with a team of 4 Financial Planners and 2 Administrators, providing dedicated support to 2 Advisors. This structure allows you to build strong, long-term relationships with both the Advisors and their clients, becoming a key part of the client journey.
Key responsibilities include:
*Supporting Financial Planners with day-to-day administration
*Processing new business applications from start to finish
*Managing client documentation and maintaining accurate records
*Liaising with providers, clients, and internal teams
*Assisting with client reviews and ongoing servicing
*Ensuring compliance and regulatory standards are met
About You
*Previous experience in a Financial Planning or Wealth Management administration role is essential
*Proven experience processing new business
*Strong organisational skills and attention to detail
*Excellent communication skills, both written and verbal
*Ability to build effective relationships with Advisors and clients
What’s on Offer
*Salary up to £32,000
*Bonus of approximately 10% of salary
*Hybrid working (3 days in office, 2 from home) after probation
*Modern, collaborative working environment
*Strong team culture and career development opportunities
*Comprehensive benefits package
Job number 3656865
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Company Details:
mbf.
mbf. was originally established as an agency which wanted to differentiate itself from the norm. In 2012 our business was set up with the primary focu...