Financial Services Administrator
other jobs mbf.
Added before 6 Days
- England,South West,Cornwall
- Full Time, Permanent
- £26,000 - £34,000 per annum
Job Description:
A highly regarded boutique financial planning practice based in Truro is seeking a Financial Services Administrator to join its close-knit, friendly and supportive team.
This is an excellent opportunity for a proactive and detail-oriented individual looking to build or further their career within a professional and client-focused environment. The company is open to both full-time and part-time candidates and can offer a degree of flexibility around working arrangements for the right individual.
The Role
As a Financial Services Administrator, you will provide comprehensive administrative support across the business, assisting with client servicing, report preparation and the implementation of financial advice.
Key responsibilities will include:
*Preparing client valuation reports and meeting packs
*Supporting the preparation of suitability reports and associated documentation
*Submitting applications and processing client instructions (e.g. fund switches, withdrawals)
*Liaising with providers and platforms to track and progress business
*Maintaining accurate and up-to-date client records
*Assisting advisers with pre- and post-meeting administration
*Providing general administrative support to the wider team
About You
The ideal candidate will have experience within financial planning or a broader financial services environment. However, individuals with strong administrative experience and a keen interest in the sector will also be considered.
You will demonstrate:
*Excellent organisational skills and strong attention to detail
*A proactive and professional approach
*The ability to manage multiple tasks and meet deadlines
*Strong communication skills and a team-oriented mindset
*A commitment to delivering high standards of client service
What’s on Offer
*Competitive salary to £34,000.
*Flexible working options, with both full-time and part-time hours considered
*28 days’ holiday plus bank holidays
*Additional office closure over Christmas (c. 4 days) without using annual leave — totalling approximately 40 days’ leave per year
*5% employer pension contributions (matched)
*A supportive and collaborative working environment
*Ongoing professional development, including support towards industry qualifications
This is a fantastic opportunity to join a respected and growing financial planning firm that places real value on its people and culture.
This is an excellent opportunity for a proactive and detail-oriented individual looking to build or further their career within a professional and client-focused environment. The company is open to both full-time and part-time candidates and can offer a degree of flexibility around working arrangements for the right individual.
The Role
As a Financial Services Administrator, you will provide comprehensive administrative support across the business, assisting with client servicing, report preparation and the implementation of financial advice.
Key responsibilities will include:
*Preparing client valuation reports and meeting packs
*Supporting the preparation of suitability reports and associated documentation
*Submitting applications and processing client instructions (e.g. fund switches, withdrawals)
*Liaising with providers and platforms to track and progress business
*Maintaining accurate and up-to-date client records
*Assisting advisers with pre- and post-meeting administration
*Providing general administrative support to the wider team
About You
The ideal candidate will have experience within financial planning or a broader financial services environment. However, individuals with strong administrative experience and a keen interest in the sector will also be considered.
You will demonstrate:
*Excellent organisational skills and strong attention to detail
*A proactive and professional approach
*The ability to manage multiple tasks and meet deadlines
*Strong communication skills and a team-oriented mindset
*A commitment to delivering high standards of client service
What’s on Offer
*Competitive salary to £34,000.
*Flexible working options, with both full-time and part-time hours considered
*28 days’ holiday plus bank holidays
*Additional office closure over Christmas (c. 4 days) without using annual leave — totalling approximately 40 days’ leave per year
*5% employer pension contributions (matched)
*A supportive and collaborative working environment
*Ongoing professional development, including support towards industry qualifications
This is a fantastic opportunity to join a respected and growing financial planning firm that places real value on its people and culture.
Job number 3711754
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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...