0208 164 5111Submit your CV

Jobs  /  Administration  /  Worcestershire

Financial Planning Administrator

up to £35,000Worcestershire+1 more locationPermanentPosted 5 months ago

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

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 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

Applying

Four fields, then a person reads it.

No account, no portal, no twenty-minute form rebuilding your CV into boxes. Send the CV you already have.

  1. Your CV lands with DavidNot a shared inbox. The consultant who took this role on.
  2. A person reads it, usually the same dayNot a keyword filter, and not a queue.
  3. Nothing goes to the client without your say-soWe tell you who it is before anything is sent.

Your details go to mbf and nowhere else. We will not forward your CV to any employer without asking you first.

Also open

Other administration roles.

IFA Administratorup to £30,000AberdeenAdministrationFinancial Planning AdministratorSalary on enquiryWarwickshireAdministrationIFA Administrator£25,000 – £32,000CheltenhamAdministration
The indexCurrent opportunitiesFor employersAbout usContactPrivacyTermsSubmit your CVModern slaveryMB Fitzgerald Recruitment Ltd
Financial Planning Administrator, Worcestershire — mbf