Financial Planning Administrator
other jobs mbf.
Added before 1 Days
- England,London,City of London
- Full Time, Permanent
- £40,000 - £48,000 per annum
Job Description:
Financial Planning Administrator – City-Based Firm (Hybrid)
Salary: £40,000 – £45,000
A well-established financial planning firm in the City is expanding its support team and looking for a capable Financial Planning Administrator to join a fast-paced, professional environment.
The business works with high-net-worth clients and places real value on process, efficiency, and service quality.
The role will include:
*End-to-end administration of investment and pension cases
*Platform and provider liaison (e.g. Aviva, Quilter, Transact)
*Preparing review packs and client documentation
*Supporting advisers with ongoing servicing and client queries
Ideal background:
*Solid experience within financial planning administration
*Comfortable managing multiple cases at once
*Confident using back-office systems and platforms
*Hybrid working offered, alongside a strong salary and long-term career stability.
Salary: £40,000 – £45,000
A well-established financial planning firm in the City is expanding its support team and looking for a capable Financial Planning Administrator to join a fast-paced, professional environment.
The business works with high-net-worth clients and places real value on process, efficiency, and service quality.
The role will include:
*End-to-end administration of investment and pension cases
*Platform and provider liaison (e.g. Aviva, Quilter, Transact)
*Preparing review packs and client documentation
*Supporting advisers with ongoing servicing and client queries
Ideal background:
*Solid experience within financial planning administration
*Comfortable managing multiple cases at once
*Confident using back-office systems and platforms
*Hybrid working offered, alongside a strong salary and long-term career stability.
Job number 3387289
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Company Details:
mbf.
mbf. was originally established as an agency which wanted to differentiate itself from the norm. In 2012 our business was set up with the primary focu...