Financial Planning Administrator
other jobs mbf.
Added before 7 Days
- England,East of England,Hertfordshire
- Full Time, Permanent
- Salary negotiable
Job Description:
Full job descriptionBerkhamsted, Hertfordshire
£25,000 - £32,000 + Bonus + Excellent Benefits
Hybrid Working Available
A well-established and highly respected Wealth Management and Financial Planning firm is seeking a Financial Planning Administrator to join its growing team in Berkhamsted.
This is an excellent opportunity for an individual currently working within a Financial Planning Administration role, or someone with previous experience in financial services administration, who is looking to join a professional, supportive, and forward-thinking organisation offering genuine career development opportunities.
Working closely with Financial Planners and a team of experienced colleagues, you will play a key role in delivering high-quality administrative support and ensuring an excellent client experience throughout the advice process.
Key Responsibilities*Processing Letters of Authority
*End-to-end new business administration
*Preparing application forms and implementing new business on platforms
*Processing fund switches and related transactions
*Obtaining information from product providers
*Managing and chasing business pipelines
*Maintaining accurate client records using CRM systems (Intelliflo experience beneficial)
*Communicating with clients, providers, and third parties via telephone and email
*Supporting Financial Planners with day-to-day administrative requirements
About You*Previous experience within a Financial Planning Administrator, IFA Administrator, Wealth Management Administrator or similar role
*Good understanding of financial planning and investment administration processes
*Strong organisational and communication skills
*High levels of accuracy and attention to detail
*Experience using Intelliflo would be advantageous but is not essential
*A positive attitude and desire to develop a long-term career within financial services
Package & Benefits*£25,000 - £32,000 basic salary depending on experience (potentially higher for exceptional candidates)
*Performance-related bonus scheme
*25 days annual leave plus bank holidays
*Option to purchase additional annual leave following probation
*Contributory pension scheme
*Life cover
*Hybrid working available after probation (3 days office / 2 days home)
*Supportive team environment and long-term career progression opportunities
If you are looking to join a reputable wealth management business where your contribution will be valued and your career can continue to develop, we’d be delighted to hear from you.
£25,000 - £32,000 + Bonus + Excellent Benefits
Hybrid Working Available
A well-established and highly respected Wealth Management and Financial Planning firm is seeking a Financial Planning Administrator to join its growing team in Berkhamsted.
This is an excellent opportunity for an individual currently working within a Financial Planning Administration role, or someone with previous experience in financial services administration, who is looking to join a professional, supportive, and forward-thinking organisation offering genuine career development opportunities.
Working closely with Financial Planners and a team of experienced colleagues, you will play a key role in delivering high-quality administrative support and ensuring an excellent client experience throughout the advice process.
Key Responsibilities*Processing Letters of Authority
*End-to-end new business administration
*Preparing application forms and implementing new business on platforms
*Processing fund switches and related transactions
*Obtaining information from product providers
*Managing and chasing business pipelines
*Maintaining accurate client records using CRM systems (Intelliflo experience beneficial)
*Communicating with clients, providers, and third parties via telephone and email
*Supporting Financial Planners with day-to-day administrative requirements
About You*Previous experience within a Financial Planning Administrator, IFA Administrator, Wealth Management Administrator or similar role
*Good understanding of financial planning and investment administration processes
*Strong organisational and communication skills
*High levels of accuracy and attention to detail
*Experience using Intelliflo would be advantageous but is not essential
*A positive attitude and desire to develop a long-term career within financial services
Package & Benefits*£25,000 - £32,000 basic salary depending on experience (potentially higher for exceptional candidates)
*Performance-related bonus scheme
*25 days annual leave plus bank holidays
*Option to purchase additional annual leave following probation
*Contributory pension scheme
*Life cover
*Hybrid working available after probation (3 days office / 2 days home)
*Supportive team environment and long-term career progression opportunities
If you are looking to join a reputable wealth management business where your contribution will be valued and your career can continue to develop, we’d be delighted to hear from you.
Job number 3817939
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.
metapel
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...