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IFA Administrator
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Financial Planning Administrator
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Financial Planning Administrator
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Fareham, Hampshire, United Kingdom Recruit UK Full timeFinancial Planning Administrator OpportunityWe are working with a well-established wealth management firm based in Whiteley on a Financial Planning Administrator role.This is an excellent opportunity for a self-starter with a passion for learning to join a quickly expanding private wealth management company.The company has offices across the UK and advises...
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Fareham, Hampshire, United Kingdom Recruit UK Full timeFinancial Planning Administrator OpportunityWe are working with a well-established wealth management firm based in Whiteley on a Financial Planning Administrator role.This is an excellent opportunity for a self-starter with a passion for learning to join a quickly expanding private wealth management company.The company has offices across the UK and advises...
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Client & Adviser Support - Fareham
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Financial Planning Coordinator
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Fareham, Hampshire, United Kingdom Recruit UK Full timeFinancial Planning Administrator OpportunityWe are working with a well-established wealth management firm based in Whiteley on a Financial Planning Administrator role.This is an excellent opportunity for a self-starter with a passion for learning to join a quickly expanding private wealth management company.The company has offices across the UK and advises...
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Financial Planning Coordinator
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IFA Administrator
2 months ago
Mbf are working with a highly successful, award-winning Financial Planning & Investment Management organisation who are now looking to grow their support team. The business is fully independent and have a fantastic reputation, they have excellent backing and have grown substantially over the past few years.
They are now seeking to recruit an experienced IFA Administrator who will join a friendly & professional support team. As a valued member of the Financial Planning team, you will have the opportunity to work alongside accomplished Advisers who provide comprehensive financial advice across the entire market, focusing on high-net-worth private clients. Joining a close-knit team of Advisers, Paraplanners, and Wealth Administrators, you will play a vital role in delivering technical administration support to Senior Paraplanners and Financial Advisers on a daily basis.
In this position, your responsibilities will include engaging with the firm's valued clients, liaising with insurance providers, ensuring the smooth operation of online systems, processing new business, collaborating closely with the Paraplanners on technical matters, providing comprehensive sales support, getting involved with projects and much more.
Our client is committed to your professional growth and success. They will provide you with comprehensive training and support to pursue further qualifications. Furthermore, there are excellent prospects for progression within the business.
The client is offering a competitive basic salary to £32,000 + bonus and very strong company benefits. They also offer hybrid working which is split between office & home - typically 2 days in the office and 3 working from home.
If you are looking to join a market leading, forward-thinking business that truly value their staff this could be the role for you
