Financial Planning Administrator - mbf. : Job Details

Financial Planning AdministratorLocation: KnutsfordSalary: Up to £32,000 + Company Benefits + Annual Bonus

Are you an experienced Financial Planning Administrator looking to take the next step in your career? Join one of the UK's largest and most prestigious Wealth & Investment Management organisations in their busy Knutsford offices.

About the Role:As a Financial Planning Administrator, you will be an integral part of the Wealth Management team, providing high-quality administrative support to Financial Advisors and clients. You’ll play a key role in ensuring the smooth processing of financial planning cases, from client onboarding to ongoing portfolio management.

Key Responsibilities:

• Supporting Financial Advisors with preparation of client reports and documentation
• Liaising with clients, financial institutions, and internal teams to ensure accurate and timely processing of new business applications
• Obtaining client policy information
• Letters of Authority
• Use of various provider Platforms
• Managing client correspondence and maintaining up-to-date client records
• Preparing reports and financial summaries to assist with meetings and reviews
• Ensuring compliance with regulatory standards and company procedures

What They're Looking For:

• Previous experience in a financial planning or wealth management environment
• Excellent organisational skills and attention to detail
• Proficiency with financial planning software and MS Office suite
• Strong communication and interpersonal skills to liaise effectively with clients and colleagues
• Ability to manage multiple tasks and deadlines in a fast-paced environment

On Offer:

• Competitive salary up to £32,000, depending on experience
• Attractive company benefits including a pension scheme, private healthcare, and more
• Annual performance-related bonus
• A supportive and collaborative work culture with opportunities for career development
• Study support towards CII Diploma Regulated Financial Planning
• Full time or Part time (4 days per week) considered
• Flexible hybrid working available after probationary period

Why Join them?As part of one of the UK's most respected Wealth & Investment Management firms, you’ll be joining a team that values excellence and client service. This company invest in their people and offer opportunities for professional development in a dynamic and thriving environment.