Financial Planning Administrator

Financial Planning Administrator

Meriden | £28,000–£33,000 plus benefits

Some salary flexibility for an exceptional candidate

MBF are working with an established, independently owned Wealth Management business in Meriden to recruit an experienced Administrator.

This is an opportunity to join a boutique firm with a history spanning more than five decades, combining personalised Financial Planning with its own Investment Management expertise.

The company

The business works with High Net Worth individuals, families, business owners, trusts and charities. Its focus is on building lasting relationships, with many clients supported over decades and across generations.

The culture is collaborative, with Financial Planners, Investment Managers, Paraplanners and Administrators working together to deliver a high standard of service. The firm’s approach places considerable importance on shared responsibility and doing what is right for clients.

For an experienced Administrator, this offers a varied role within a knowledgeable team, exposure to an interesting client base and the opportunity to make a valued contribution to the wider business.

The opportunity

Reporting to the Wealth Administration Manager, you will provide comprehensive support to Financial Planners and work closely with the Paraplanning team.

Your responsibilities will include:

• Preparing client review packs and meeting documentation.
• Completing post-meeting actions and keeping outstanding work on track.
• Liaising with clients, providers and colleagues.
• Managing Letters of Authority and obtaining policy information.
• Processing new business, including pension transfers, ISA contributions and fund switches.
• Working across external platforms and the firm’s in-house discretionary investment proposition.
• Preparing suitability letters following client meetings.
• Maintaining accurate client records and managing diary reminders.

About you

You will ideally have at least two to three years’ administration experience within a Financial Planning or Wealth Management environment, with a good understanding of pensions, investments and protection.

Strong organisation, attention to detail and confident communication skills are important, alongside the ability to take ownership of your workload and work closely with colleagues.

The firm is particularly interested in people who enjoy administration and client support and want to continue building their expertise within this area.

Professional qualifications are welcomed but are not essential. Training will be provided to address gaps in product or provider knowledge, and study and financial support are available for relevant exams where there is a business need.

The package

• Basic salary of £28,000–£33,000, with some scope above this for a standout candidate.
• Bupa private healthcare.
• Income protection.
• Non-contributory pension.
• 25 days’ holiday, increasing with length of service.
• Option to purchase additional holiday.
• Free parking.
• Relevant exam support, subject to business need.
• Four days in the Meriden office, with one optional day working from home after probation.