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Financial Planning Admin - Hybrid, Exam Support & Growth

Job in Exeter, Devon, EX2, England, UK
Listing for: mbf
Full Time position
Listed on 2026-09-01
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
  • Finance & Banking
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 31000 - 37000 GBP Yearly GBP 31000.00 37000.00 YEAR
Job Description & How to Apply Below

mbf in Exeter is seeking a Financial Planning Administrator to join their growing team. The role provides administrative support to financial planners, manages client documentation, and helps prepare client meeting packs and reports.

This is a fantastic opportunity with full training and support towards professional qualifications. The firm offers a hybrid working pattern (3 days in the office, 2 from home), income protection cover, and clear career progression.

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