Financial Planning Administrator - mbf. : Job Details

Financial Planning Adminisrator

Location: Newcastle (Hybrid working available after probation)Salary: Up to £33,000 + Excellent Benefits

Are you an organized and detail-oriented professional looking to join a dynamic team in the wealth planning sector? Our client, an international Wealth & Investment Management organisation, is currently seeking a Financial Planning Administrator to provide first-class administrative and client support.

About the RoleAs a Financial Planning Administrator, you will support Wealth Planners in delivering outstanding outcomes for clients. You will manage administrative tasks, coordinate workflows, and act as a point of contact for clients. Your responsibilities will include preparing client documentation, arranging meetings, and maintaining accurate client records.

You will be joining a small, experienced team in Newcastle who work closely together with their expanding client base across the North-East.

Key Responsibilities

• Provide administrative support, ensuring accuracy and adherence to compliance standards.
• Prepare and submit client onboarding paperwork in line with AML procedures.
• Coordinate central services, such as paraplanning and valuations, to support Wealth Planners.
• Handle client queries and correspondence, escalating where necessary.
• Maintain accurate records in XPlan and other systems.

About You

• Strong customer service and communication skills.
• Attention to detail with excellent organizational abilities.
• Proficient in Microsoft Office, particularly Word and Excel.
• Knowledge of financial planning products (experience with XPlan is a plus).
• A proactive and flexible approach to supporting different stakeholders.

What We Offer

• Competitive Salary: Up to £33,000 per annum.
• Pension Scheme: Up to 7.5% employer matching contributions.
• Private Medical Insurance: Coverage for you and your family, with additional perks through Vitality.
• Income Protection: 2/3rds of your salary if you're unable to work due to illness or injury.
• Life Assurance: 4x your annual salary.
• Generous Holiday Allowance: 25 days per year, increasing with tenure.
• Extra Perks: Electric car scheme, Cycle to Work, discounted investment services, maternity/paternity leave, and more.

Working EnvironmentJoin a supportive team with opportunities for professional development. After your probationary period, enjoy the flexibility of hybrid working, allowing you to balance work and life seamlessly.