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Senior Financial Planning Administrator

  • Nottinghamshire, Mansfield, South Yorkshire
  • Permanent
  • Salary negotiable to around £35,000 plus company benefits

Job details.

Senior Financial Planning Administrator - Mansfield, hybrid (2 days per week in office) 

up to £35,000 plus benefits 

Mbf are working with an award winning, national & chartered financial planning organisation to recruit an experienced Senior IFA Administrator. Our client is a well-respected business, they have offices across the UK and are looking to add experienced staff in Mansfield.

The business has grown significantly in the past 5 years and have ambitious growth plans for the short-, medium- and long-term future. They have grown via their exceptional name in the industry, a number of acquisitions and strategic partnerships.

In this position you will provide close-knit support to either 1 or 2 experienced/Senior Financial Planners. You will be responsible for providing full administrative support and will be a first point of contact for their HNW client book.

Responsibilities: 

  • Provide comprehensive administrative support to one or two experienced/senior Financial Planners, including diary management, client correspondence, and document preparation.
  • Act as the primary point of contact for the High Net Worth (HNW) client book, ensuring excellent service delivery and client satisfaction.
  • Coordinate client meetings and appointments, including scheduling, preparing meeting agendas, and arranging necessary documentation.
  • Assist in the preparation and submission of financial applications, documentation, and forms, ensuring accuracy and compliance with regulatory requirements.
  • Manage client databases and CRM systems, maintaining accurate and up-to-date client records and ensuring data confidentiality.

The client is offering a competitive salary and overall package:

  • Basic salary to £35,000 Discretionary bonus
  • 25 days holiday + bank holidays
  • Group Life Assurance, Pension, PMI, Income Protection
  • Full exam support
  • Hybrid working – 2 days in the office & 3 days working from home

Sector:

  1. Financial Services
  2. Financial Planning

David Everingham

Director - Financial Services

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