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Financial Planning Administrator - Hybrid Working

  • Bath
  • Permanent
  • £24,000 - £28,000 + Bonus and benefits

Job details.

MBF are working with a well-established, national Financial Planners who are in the market to recruit a Financial Planning Administrator to join their growing team. Our client is an award-winning organisation that has grown substantially over the past few years, with ambitious growth plans for the future.

The business has a fantastic reputation for providing high quality holistic financial services to clients across the UK. In joining this business, you will be joining a business that truly invest in their staff. Upon joining you will be provided high quality on the job training, full support for market exams and opportunities to progress within the business as it continues to grow.

The role:

The role will be working in a busy team, supporting the company's Financial Advisor'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.

Duties include; Processing new business, LOA's, preparing meeting packs, liaising with providers and clients, maintaining records on client database


To be considered you must have previous experience within a similar role, you will ideally have worked as an Administrator within a Financial Planning/Wealth Management practice however individuals from a wider Financial Services background will also be considered

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

On Offer:

Basic salary to £28,000

Discretionary annual bonus

Benefits include; Generous holiday allowance, pension, Group Life, PMI, Group Income Protection and much more.

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.

Hybrid working with two days in the office & three days working from home or vice versa


  1. Financial Services
  2. Financial Planning

Thomas Williams

Director - Financial Services

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