Financial Planning Administrator (Financial Services)

Location: Huddersfield, United Kingdom; hybrid working after an initial training period, with part of the week in the office and part working from home.

Company

M&G provides asset management, insurance, savings, and investment solutions, drawing on more than 175 years of industry experience.

What you will do

• Support independent financial planners in delivering holistic financial planning solutions.
• Build effective working relationships with advisers, compliance teams, product providers, and internal stakeholders.
• Liaise with clients to arrange meetings, collect personal information, and support application completion.
• Create and maintain accurate client and departmental records in the CRM system.
• Process new business applications and changes to existing business arrangements.
• Work toward productivity objectives and service standards while maintaining accuracy and regulatory compliance.

Requirements

• Experience in an administrative role, ideally within financial services.
• Strong organisation, workflow management, prioritisation, and proactive communication skills.
• Confident communication with clients, product providers, and internal stakeholders.
• Proficiency in Microsoft Office applications.
• Strong attention to detail, confidentiality awareness, and the ability to assess documentation against regulatory standards.
• Client-focused approach, adaptability, positive attitude, and commercial awareness.

Culture & Benefits

• Flexible working hours from Monday to Friday and a hybrid working model after training.
• Support for wellbeing, inclusion, and workplace adjustments.
• Pension scheme of up to 18%, including employer contributions.
• 38 days of annual leave including bank holidays, with the option to purchase up to five additional days.
• Private healthcare, critical illness cover, life assurance, and family cover options.
• Paid parental leave and support for maternity, adoption, surrogacy, and paternity leave.

Hiring process

• Reasonable adjustments are available throughout the recruitment process.