Qureos Mentor

mbf.

We are delighted to be working with a forward-thinking, fully independent and growing financial planning practice in Trowbridge. This is a well-established and highly respected firm with a fantastic reputation for delivering high-quality, client-focused financial advice. They are a modern and progressive business, investing in professional development and creating a supportive, collaborative working environment.Due to continued growth and internal progression, the firm is looking to recruit an IFA Administrator to join their professional team.The RoleAs an IFA Administrator, you will play a key role in supporting the Paraplanners and Financial Planners, ensuring the smooth running of client processes from start to finish. This is a varied and rewarding position offering excellent exposure across all areas of financial planning.Your responsibilities will include:<ul><li>Providing comprehensive administrative support to advisers and paraplanners</li><li>Preparing client documentation, valuations, and meeting packs</li><li>Liaising with clients, providers, and third parties to obtain and update information</li><li>Processing new business, investments, and policy changes accurately and efficiently</li><li>Maintaining client records and ensuring compliance requirements are met</li><li>Assisting with the preparation of annual reviews and ongoing client servicing</li></ul>The ideal candidate will have:<ul><li>A minimum of 12 months' experience within a financial planning, wealth management or financial services environment </li><li>Strong understanding of financial services as a whole </li><li>Excellent organisational skills with strong attention to detail</li><li>A proactive, professional, and client-focused attitude</li><li>Confident communication skills, both written and verbal</li></ul>If you have strong administrative experience within financial services and a genuine interest in progressing your career within financial planning, this role will give you the platform to do just that.What's on Offer<ul><li>Competitive salary and benefits package</li><li>Full study support towards industry-recognised qualifications (CII / Diploma in Financial Planning)</li><li>Excellent training and development opportunities</li><li>A clear pathway for career progression within the business</li><li>Friendly, modern, and supportive team environment</li></ul>This is a fantastic opportunity to join a highly reputable and growing firm that encourages career development and recognises individual contribution. If you're looking for a role where you can genuinely grow and make an impact, this could be the perfect next step in your career.

IFA Administrator

We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home - they have offices across the UK so you will be able to go into your local office one a month for team meetings etc.Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support.Responsibilities will include;<ul><li>Prepare complex suitability reports across a wide range of advice types, financial products, and investment solutions</li><li>Carry out any necessary technical research</li><li>Ensure client records contain sufficient Know Your Client (KYC) information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times. Where necessary prompt and challenge Financial Planners to provide whatever additional information is necessary to achieve this outcome</li><li>Work with the financial planner to ensure the correct client outcome is achieved</li><li>Attend client meetings to support the Financial Planner gathering information for more complex pieces of advice, cashflow modelling etc</li><li>Support the financial planner with tech</li></ul>Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation.If you do choose to take advantage of the option to work from home on a regular basis, you will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office.The package details;<ul><li>Salary to £52,000</li><li>Annual discretionary bonus</li><li>Excellent Pension</li><li>Group Life Assurance</li><li>Group Income Protection</li><li>Private Medical Insurance</li><li>Employee Assistant Programme</li><li>Generous Holiday Allowance</li><li>Flexibens Package</li></ul>This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams.You will be joining a well-known and highly respected organisation with excellent career development opportunities.

paraplanner

Junior Financial Planning Administrator - Glasgow Salary: Up to £28,000 + benefitsLocation: Glasgow (Full-time, office-based initially, hybrid available after probation) An exciting opportunity has arisen for a motivated and ambitious individual to join a highly regarded wealth management firm in Glasgow as a Junior Financial Planning Administrator. This role is ideal for Graduates or candidates with transferable administrative or customer service skills who are looking to build a long-term career within Financial Planning or Financial Services. You'll receive full training, ongoing support, and excellent opportunities to progress as you develop your knowledge and experience. About the role:You'll be working as part of a professional and supportive team, providing administrative assistance to Financial Planners and helping to deliver an exceptional client experience. This will include preparing documentation, updating client records, liaising with providers, and assisting with the smooth running of day-to-day operations. Key responsibilities: <ul> <li> Provide administrative support to Financial Planners and the wider team </li><li> Prepare and maintain accurate client documentation and records </li><li> Communicate with clients and providers in a professional and timely manner </li><li> Assist with processing new business and client review packs </li><li> Learn and develop a strong understanding of the financial planning process </li></ul> What's on offer: <ul> <li> Salary up to £28,000 plus benefits </li><li> Full-time, office-based initially (hybrid working available after probation) </li><li> Full training and support provided </li><li> Excellent opportunities for professional development and progression </li><li> Friendly, collaborative working environment </li></ul> What we're looking for: <ul> <li> A degree or relevant transferable experience (administration, customer service, office support) </li><li> Strong organisational skills and attention to detail </li><li> Excellent communication skills, both written and verbal </li><li> A genuine interest in developing a career within Financial Planning or Financial Services </li><li> A proactive attitude and willingness to learn </li></ul> This is a fantastic opportunity to begin your career in the financial services industry with a firm that values development, teamwork, and progression. To apply or find out more, please get in touch.

Junior Financial Planning Administrator

Employee Benefits (EB) AssistantUp to £45,000 + Benefits Hybrid Working Excellent Career ProgressionAre you an experienced Employee Benefits or Pensions Assistant looking to take the next step in your career? This is an exciting opportunity to join a highly respected and well-established professional services firm with a strong reputation in the market.The firm has a collaborative and supportive environment and works with prestigious clients including hedge funds, law firms, and other leading professional organisations. You'll be joining a growing Employee Benefits team that provides tailored advice and support on pensions, group risk, medical insurance, and wider employee benefit solutions.This is a long-term career opportunity with a clear pathway to progress into a Trainee Consultant role within two years.The Role<ul><li>Provide administrative and technical support to the Employee Benefits team</li><li>Assist with pension schemes, group risk, private medical insurance, and other EB products</li><li>Act as a first point of contact for clients, handling queries and delivering a high level of service</li><li>Liaise with product providers and ensure smooth delivery of solutions</li><li>Support project work and contribute to ongoing process improvements</li></ul>What We're Looking For<ul><li>Background in administration within Employee Benefits, pensions, or financial planning</li><li>Experience working with corporate clients and delivering a high-quality service</li><li>Organised, detail-focused, and proactive in managing workloads</li><li>Excellent communication skills and confidence when liaising with clients and providers</li><li>A team player with the ambition to develop into a client-facing role</li></ul>The Offer<ul><li>Salary up to £45,000 (depending on experience)</li><li>Hybrid working model (3 days in the office, 2 from home)</li><li>Strong support structure including paraplanning, compliance, and wider financial planning resources</li><li>Long-term career progression within a highly respected and growing business</li><li>Excellent benefits package</li></ul>If you're looking for an opportunity to build your career in Employee Benefits within a supportive and forward-thinking environment, we'd love to hear from you.

Employee Benefits Assistant

We're working with a well-established, boutique financial planning practice based near Bordon who are looking to recruit an IFA Administrator / Trainee Paraplanner to join their growing team.This is an excellent entry-level opportunity for a motivated graduate looking to begin a career in the financial planning industry, or for someone with a small amount of financial services experience who is ready to take the next step in their career. The firm has a strong reputation for delivering high-quality financial advice and an equally impressive track record for developing their staff. They provide first-class training and support, and have successfully progressed individuals from this role into both Paraplanning and Financial Adviser positions.You will work alongside a friendly and experienced team, supporting Financial Advisers with administrative tasks, preparing client documentation and assisting with research and reports as your knowledge develops.The company will also provide full study support towards the Diploma in Financial Planning, helping you gain the qualifications needed to progress your career within the profession.The Role:<ul><li>Provide administrative support to Financial Advisers and Paraplanners</li><li>Prepare and maintain client records and documentation</li><li>Assist with research and report preparation as your knowledge develops</li><li>Liaise with clients and providers in a professional and efficient manner</li><li>Support colleagues with day-to-day operations within a busy financial planning team</li></ul>What's on Offer:<ul><li>Salary up to £26,000 (with some flexibility depending on experience)</li><li>Bonus and company benefits</li><li>Full support for professional qualifications (Diploma in Financial Planning)</li><li>Genuine career progression into Paraplanning or Financial Advice</li><li>A supportive, close-knit working environment within a reputable boutique firm</li></ul>If you're enthusiastic about developing a long-term career within financial planning and want to join a firm that truly invests in its people, we'd love to hear from you.

IFA Administrator / Trainee Paraplanner

Financial Planning Administrator - Birmingham Salary: Up to £30,000 + bonus & benefitsLocation: Birmingham (Full-time, office-based initially, hybrid available after probation) An excellent opportunity has arisen for an experienced IFA Administrator to join a highly regarded wealth management firm based in Birmingham. This role offers a supportive working environment, excellent training, and genuine opportunities for professional development and progression. As a Financial Planning Administrator, you will provide comprehensive support to a team of Financial Planners, ensuring clients receive a seamless and high-quality service. You'll be responsible for preparing documentation and reports, maintaining client records, and liaising with clients and providers to support the delivery of financial advice. Key responsibilities: <ul> <li> Provide administrative support to Financial Planners and Paraplanners </li><li> Prepare and process new business and review documentation </li><li> Liaise with clients, providers, and other stakeholders to ensure smooth operations </li><li> Maintain accurate and compliant client records </li></ul> What's on offer: <ul> <li> Salary up to £30,000 plus bonus and benefits </li><li> Full-time, office-based initially with hybrid working after probation </li><li> Excellent training and ongoing professional development </li><li> Clear progression opportunities within the business </li><li> Friendly, professional, and supportive team environment </li></ul> Requirements: <ul> <li> Previous experience as an IFA or Financial Planning Administrator </li><li> Good knowledge of financial services processes and provider platforms </li><li> Strong organisational skills and attention to detail </li><li> Confident communicator with a proactive and professional approach </li></ul> This is a great opportunity for an experienced administrator looking to build a long-term career within a successful and growing financial planning business.

Financial Planning Administrator

Are you an ambitious Employee Benefits professional looking to take the next step in your career? This is an exciting opportunity to join one of the UK's leading financial and employee benefits consultancies, working with a high-calibre portfolio of corporate clients, particularly within the independent schools sector. The firm has a strong reputation for excellence, collaboration, and career development, offering structured progression towards becoming a fully regulated consultant.The RoleAs an Employee Benefits Consultant (Associate), you'll support the delivery of high-quality advice and consultancy services across a range of workplace pension and employee benefit schemes, including group risk and private medical insurance.You'll work alongside experienced consultants, supporting client meetings, employee presentations and governance work, while developing your technical expertise and advisory skills. Key responsibilities include:<ul><li>Advising employees on pension and benefit options, including workplace and teacher schemes</li><li>Supporting consultants in client delivery, onboarding and business development</li><li>Preparing documentation, proposals, and tender support</li><li>Maintaining compliance and keeping up to date with technical and regulatory changes</li><li>Building strong client relationships and contributing to team projects and innovation</li><li>Delivering clear communications and presentations to clients and employees</li></ul>About You:<ul><li>We're looking for someone who is:</li><li>Experienced in pensions and/or employee benefits administration or consultancy</li><li>Confident communicating and presenting to groups and individuals</li><li>Organised, proactive, and detail-oriented</li><li>Working towards QCF Level 4 Diploma in Financial Planning (or keen to begin)</li><li>Experienced within a professional or financial services environment</li><li>A strong team player with excellent Microsoft Office (Excel, Word, PowerPoint) skills</li></ul>What's on Offer:<ul><li>£40,000 - £45,000 (with flexibility depending on experience)</li><li>Twice-yearly salary reviews and performance-based bonuses</li><li>Hybrid working: 2-3 days in the London office, flexible schedule</li><li>25 days annual leave + 3 additional days at Christmas + buy/sell holiday options</li><li>Health Cash Plan, Digicare+, EAP, life and critical illness cover</li><li>Professional study support and paid subscriptions</li><li>Inclusive, collaborative culture that values development, wellbeing and work-life balance</li></ul>This role offers the perfect platform for an ambitious Employee Benefits professional to develop their career in a highly respected, forward-thinking environment.

Employee Benefits Consultant (Associate)

Join mbf. and explore 7   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.