Current jobs related to Ifa Administrator - Exeter, Devon - mbf.

  • Financial Planning Administrator

    18 hours ago

    Exeter, Devon, United Kingdom Workingmums Full time

    About the RoleWe are seeking an experienced IFA Administrator to join our team, providing comprehensive support to our financial planners and a portfolio of high net worth clients.Key ResponsibilitiesBuild and maintain strong relationships with financial planners and clients.Work closely with paraplanning and other internal teams to facilitate efficient and...

  • Financial Planning Administrator

    17 hours ago

    Exeter, Devon, United Kingdom Workingmums Full time

    About the RoleWe are seeking an experienced IFA Administrator to join our team, providing comprehensive support to our financial planners and a portfolio of high net worth clients.Key ResponsibilitiesBuild and maintain strong relationships with financial planners and clients.Work closely with paraplanning and other internal teams to facilitate efficient and...

  • IFA Administrator

    3 weeks ago

    Exeter, Devon, United Kingdom mbf. Full time

    Job SummaryMbf is working with a well-established Financial Planning & Investment Management organisation; the client has a strong history and a fantastic reputation. They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious...

  • Ifa Administrator

    3 months ago

    Exeter, United Kingdom Prydis Full time

    **IFA Administrator** Reporting to Head of Administration **Location **Exeter **Summary **Prydis is a multi-discipline professional practice, affording you the opportunity to work alongside other professionals, helping to provide clients with integrated solutions to meet their needs. **Responsibilities, defined but not limited to** - Assistance with...

  • Ifa Administrator

    4 months ago

    Exeter, United Kingdom Idex Full time

    A leading UK wide Financial Services and Investment firm has an opportunity for an IFA / Financial Planning Administrator to join their team in Exeter with hybrid work from home and office flexibility. This role will provide back office and client support for financial and wealth planning. Advice areas mainly include investment, estate and retirement...

  • Junior Administrator Ifa Practice

    3 months ago

    Exeter, United Kingdom Westward Financial Management Ltd Full time

    **Westward Financial Management Ltd is seeking a Junior Administrator to join our team in Tiverton / Exeter** **Duties and responsibilities**: - Day to day administration in a busy IFA Practice - Business located in Exeter and Tiverton - Ideally some experience of Intelligent Office - Working alongside Chartered Financial Planners and Head of...

  • IFA Administrator

    3 months ago

    Exeter, United Kingdom mbf. Full time

    Mbf are working with a very well-established Financial Planning & Investment Management organisation; the client has a strong history and a fantastic reputation. They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious...

  • Ifa Administrator

    3 months ago

    Exeter, United Kingdom Prydis Full time

    Reporting to Head of Administration **Location **Exeter **Summary **Prydis is a multi-discipline professional practice, affording you the opportunity to work alongside other professionals, helping to provide clients with integrated solutions to meet their needs. **Responsibilities, defined but not limited to - Assistance with onboarding new advisers -...

  • Independent Financial Adviser

    1 month ago

    Exeter, United Kingdom Heat Recruitment Full time

    The opportunity for an experienced Financial Adviser to join a growing financial planning practice.What’s on offer?Additional adviser bonus scheme 25 days holiday + 8 days bank holiday 5% company pension contribution Flexible medical package Monthly bonus payments on 3X validation of salary. This exciting role will see a financial adviser join the existing...

  • Technical support/paraplanning

    3 weeks ago

    Exeter, United Kingdom Reed Full time

    Are you looking to move into full-fledged paraplanning role and keen to explore opportunities that can encourage that move. Are you part way or fully Level 4 Diploma and seek a fresh new existing opportunity, then look no further. My client is a Regional based IFA firm and have an opportunity in either their Bath or Exeter office which offer hybrid...

  • Independent Financial Advisor

    3 months ago

    Exeter, United Kingdom Advice Rooms Full time

    Do you wish to progress your career as an Independent Financial Advisor? Are you level 4 qualified but your company is not letting you progress? We have a great opportunity to join a growing team across the Southwest as an Independent Financial Advisor on a self-employed basis with uncapped payment opportunities. We will provide training in all areas to...

  • Life Claims Underwriter

    4 months ago

    Exeter, United Kingdom LV= Life & Pensions Full time

    **About the Role** We’re looking for a skilled Life Underwriter to join our fantastic Claims team. You’ll become an integral member of the team, and will work to underwrite claims in a compliant matter, utilising controls to ensure claims are paid to legitimate claimants under LV=’s Protection products. **About You** - Possess excellent communication...

Ifa Administrator

3 months ago

Exeter, Devon, United Kingdom mbf. Full time

Mbf recruitment are currently working with a well established, successful Financial Planning business who are looking to recruit an IFA Administrator to their team in Exeter.


The company pride themselves on the high-quality service that they deliver to their clients and as such, reward their staff with excellent salaries.

The company have a genuinely supportive environment and are keen to add a first class administrator who cancontribute to this.


  • Provide administrative support to the advisers and wider team
  • Set up and maintain client files ensuring all communications are saved
  • Liaise with clients to obtain client information
  • Issue and chase information requests to a clients existing product provider
  • Collate information received from providers ready for the paraplanner to review
  • Liaise with clients to obtain completed client documents
  • Act as the first point of contact for incoming calls
  • Assist with the servicing of existing client including producing portfolio valuations and producing review packs
  • Action existing client queries.
  • Everyday administration duties to include preparing client valuations, processing financial planning new business and processing estate planning instructions

Requirements:

  • A minimum of 1 year experience in a similar Financial Services role.
  • Excellent communication skills