Financial Services Administrator - mbf. : Job Details

We are seeking a Financial Services Administrator to join a prestigious financial planning and investment firm as part of their expanding Financial Planning Team. This position provides the chance to become part of a supportive, collaborative environment, delivering high-quality administrative support to financial advisers and clients while building valuable skills and experience within the industry.

Key Responsibilities

• Provide full administrative support to financial advisers and clients
• Handle client queries and maintain regular client contact
• Manage documentation, reports, and client records with accuracy and professionalism
• Assist with preparation of client meetings and follow-up actions

Requirements

• Background in financial planning or wider financial services such as pensions, investments, or platforms is preferred
• Good understanding of financial services and ambition to build a long-term career in the sector
• Ambitious graduates seeking their first role in financial services will also be considered
• Strong communication, organisational, and administrative skills

What’s on Offer

• Competitive salary up to £30,000 plus discretionary bonus
• Hybrid working arrangement (3 days in the office, 2 days from home)
• Full training and support for market exams
• Clear career progression opportunities with a company known for internal promotions
• Generous benefits package

This is a fantastic opportunity to join a market leading company who value their staff and as a result have minimal staff turnover.