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Senior Financial Planning Administrator – Hybrid Working

  • Bristol
  • Permanent
  • £30,000 - £37,000 + bonus and excellent company benefits

Job details.

Mbf are working with an established and prestigious Wealth Management institution in Bristol to recruit a Senior Financial Planning Administrator.

Our client work at the very top end of the industry, they are a household name who provide whole of market advice to HNW & UHNW clients across the UK.

Due to an internal promotion, they are now seeing to recruit an experienced Administrator to join their Financial Planning team. This role will focus on supporting a very successful Chartered Financial Planner and a qualified Paraplanner (who will provide you with ongoing training & guidance). You will be joining a friendly & professional team that work closely together in order to provide the highest level of service to their clients.

This is a fantastic opportunity to join one of the UKs most prestigious Wealth Management organisations where you can have a long term and successful career. The business will provide you with ongoing training & support, help with market exams to achieve the Diploma in Financial Planning and much more.

On offer is an excellent basic salary to £37,000 + bonuses and very strong company benefits including: generous holiday allowance, pension, life assurance, income protection, health cover and much much more. They also offer hybrid working which is split between three days in the office and two days working at home.

Sector:

  1. Financial Planning

Thomas Williams

Director - Financial Services

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