Free cookie consent management tool by TermsFeed Financial Planning Administrator - Hybrid working in Wells | MBF

Financial Planning Administrator - Hybrid working

  • Wells
  • Permanent
  • £26,000 - £32,000 + Bonus and benefits

Job details.

We are working with a highly successful and fully independent financial planning organisation; our client is recognised as one of the leading names in the industry. Established and award-winning, they have been celebrated for both the quality of their financial advice and their commitment to staff.

They are looking to recruit a Financial Services Administrator to join their growing team. This is an exciting opportunity to work in a supportive and professional environment, providing administrative support to a highly successful team of Financial Planners and their clients.

The role:

  • Provide vital administrative support across financial planning operations.
  • Ensure the smooth delivery of services to clients.
  • Work collaboratively with a team of experienced professionals, demonstrating strong organisational skills and attention to detail.

Who we are looking for:

  • Previous experience within a financial services company is essential.
  • Ideally, experience in financial planning, though candidates from pensions, investments, platforms, banking, or related sectors will also be considered.
  • Strong organisational, communication, and administrative skills.
  • A proactive and adaptable approach, with the ability to manage multiple priorities.

What’s on offer:

  • Basic salary up to £32,000
  • Discretionary bonus
  • Hybrid working: 2 days in the office, 3 days from home
  • Excellent company benefits
  • Ongoing professional development

Join an award-winning, industry-leading team with opportunities for growth and recognition.

If you are looking to advance your career in financial services and want to work for a company that values both excellence and its people, we would love to hear from you.

We are working with a highly successful and fully independent financial planning organisation; our client is recognised as one of the leading names in the industry. Established and award-winning, they have been celebrated for both the quality of their financial advice and their commitment to staff.

They are looking to recruit a Financial Services Administrator to join their growing team. This is an exciting opportunity to work in a supportive and professional environment, providing administrative support to a highly successful team of Financial Planners and their clients.

The role:

  • Provide vital administrative support across financial planning operations.
  • Ensure the smooth delivery of services to clients.
  • Work collaboratively with a team of experienced professionals, demonstrating strong organisational skills and attention to detail.

Who we are looking for:

  • Previous experience within a financial services company is essential.
  • Ideally, experience in financial planning, though candidates from pensions, investments, platforms, banking, or related sectors will also be considered.
  • Strong organisational, communication, and administrative skills.
  • A proactive and adaptable approach, with the ability to manage multiple priorities.

What’s on offer:

  • Basic salary up to £32,000
  • Discretionary bonus
  • Hybrid working: 2 days in the office, 3 days from home
  • Excellent company benefits
  • Ongoing professional development

Join an award-winning, industry-leading team with opportunities for growth and recognition.

If you are looking to advance your career in financial services and want to work for a company that values both excellence and its people, we would love to hear from you.

Sector:

  1. Financial Services
  2. Financial Planning
  3. Asset & Investment Management

Thomas Williams

Financial Services

Contact Us

similar jobs.

Financial Planner

  • Exeter
  • £70,000 - £85,000 + Attractive bonus structure & Comprehensive company benefits package

We are currently working with a highly reputable, national wealth management firm who are looking to appoint an experienced Financial Planner to join their growing team in Exeter. This is an excell...

Paraplanner

  • Cardiff
  • £34,000 - £42,000 + Bonus and company benefits

We are currently working with a highly respected, fully independent, chartered financial planning practice in Cardiff, who are looking to appoint an experienced Paraplanner to join their close-knit te...

Financial Services Administrator

  • Basingstoke and Deane
  • £24,000 - £32,000 + Bonus and benefits

A fantastic opportunity has arisen for a Financial Services Administrator to join a modern, forward-thinking financial planning practice in Basingstoke. This is an exciting time to join a growing and ...

Paraplanner - hybrid working

  • Basingstoke and Deane
  • £40,000 - £47,000 + Bonus and benefits

A fantastic opportunity has arisen for an experienced Paraplanner to join a modern, forward-thinking financial planning practice in Basingstoke. This is an excellent chance to become part of a growing...

Financial Adviser - Client book provided

  • Reading
  • £65,000 - £80,000 + Bonuses and company benefits

We are currently working on behalf of a well-established, fully independent financial planning practice that is seeking to appoint an experienced Financial Planner to join their growing team. This ...

Financial Planner – Full client book provided

  • Plymouth
  • £60,000 - £70,000 + bonuses and benefits

A leading, award-winning national wealth management firm is seeking an experienced Financial Adviser to join its growing South West team based in Plymouth. This is an excellent opportunity to i...

Financial Planner

  • Bristol
  • £60,000 - £80,000

We are currently working with one of the country’s most prestigious private wealth organisations to recruit an experienced Senior Financial Planner.   As part of planned continued expansion, th...

T&C Supervisor – Home Based

  • Bath, Bristol, Exeter, Gloucester, Oxford, Plymouth, Salisbury, Southampton, Cardiff, Swansea, Bournemouth, Bracknell Forest, Penzance, Cheltenham, Fareham, Poole, Reading, Taunton, Guildford
  • £50,000 - £60,000 + Bonus and company benefits

We are currently partnering with a well-established and highly regarded national wealth management business that is looking to appoint a Training & Competence Supervisor to join their growing team. ...

don't miss out on great offers.

Decor

Get new jobs for this search by email

Loading...