https://jobs.co.uk/job/wealth-planning-administrator-mbf--65609f11-7ac3-4a95-b673-5175d66b8e98 RSS feed for Wealth Planning Administrator at mbf.. en-gb Wed, 09 Sep 2026 21:56:05 GMT https://jobs.co.uk/job/wealth-planning-administrator-mbf--65609f11-7ac3-4a95-b673-5175d66b8e98 https://jobs.co.uk/job/wealth-planning-administrator-mbf--65609f11-7ac3-4a95-b673-5175d66b8e98 Wed, 09 Sep 2026 11:54:00 GMT Location: London | Salary: 38000.00-38000.00 Annual | Type: Permanent | One of the UK''s premier Wealth Management firms is currently seeking to recruit an experienced Wealth Planning Administrator to be based out of their offices in the City of London. This role offers an exceptional salary and benefits package, combined with the flexibility of a hybrid working model. The Role: Provide crucial administrative support to Wealth Planners, ensuring compliance with company processes. Act as the first point of contact for clients, collaborating with the Client Services team and product providers. Assist Wealth Planners in client meetings, managing administrative tasks, and maintaining accurate client data records. Process new business for clients efficiently, ensuring accuracy in application paperwork and system updates. Serve as the primary contact for clients when appropriate. Responsibilities: Meet the company''s documentation standards with a focus on high accuracy. Support Wealth Planners in submitting cases to the paraplanning team. Handle finance queries, including invoices, billing, WIP, and commissions. Produce accurate Service Agreements when required. Demonstrate flexibility in supporting different key partners and stakeholders across the busi... Permanent