Current jobs related to IFA Administrator - Worcester Worcestershire - mbf

  • Ifa Administrator

    5 months ago

    Worcester, United Kingdom Recruit UK Full time

    **Job Title**:IFA Administrator **Industry: Financial Services** **Location**:West Midlands - various offices **Salary**:Up to £28,000 (Negotiable on experience) Reference: 8899 Recruit UK is working with a Financial Planning firm with multiple offices across the West Midlands, that are currently seeking a highly motivated and detail-oriented IFA...

  • Ifa Administrator

    3 weeks ago

    Elmbridge, Worcestershire, United Kingdom Heat Recruitment Ltd Full time

    The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice based near Cobham has arisen. We are looking for someone to provide high-quality technical administration and analytical support to the successful Financial Planners of the business. Benefits: 25day plus bank holidaysPay for study towards...

  • IFA Administrator

    3 weeks ago

    Elmbridge, Worcestershire, United Kingdom Heat Recruitment Ltd Full time

    The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice based near Cobham has arisen. We are looking for someone to provide high-quality technical administration and analytical support to the successful Financial Planners of the business. 25day plus bank holidays * Pay for study towards Financial...

  • Senior Ifa Admin

    5 months ago

    Worcester, United Kingdom Capio Recruitment Full time

    **Job Title: Senior IFA Administrator** **Location: Worcester** **Salary: £26,000 - £30,000** **The Company**: The opportunity to join a growing Financial Planning and Wealth Management company who’s focus is to put the client first and provide an excellent and seamless service. A well-established firm with an incredibly friendly working...

  • New Business Administrator

    3 weeks ago

    Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time

    New Business Administrator A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. We are looking for those of you who wish to grow with us as a business in our Bromsgrove office. You will join us on a full-time, permanent basis, and in return, you will receive a competitive salary plus a range...

  • Financial Advisor

    2 weeks ago

    Worcester, United Kingdom CV-Library Full time

    Are you an experienced Financial Advisor in Worcester, seeking an employed job, based from home with quality leads and existing clients provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. The business typically is able to...

IFA Administrator

2 months ago

Worcester Worcestershire, United Kingdom mbf Full time €31,000

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 growth plans for the short-, medium- and long-term future.

Their current requirement is for an experienced IFA Administrator to join the business to provide comprehensive support to a team of successful financial planners and a portfolio of HNW clients.

Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity.

The Role

  • Build & maintain strong relationships with the Financial Planners and their clients
  • Work closely Paraplanning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes
  • Ensure client reviews are timely & appropriate as per documented service levels and in line with regulation.
  • Assist with structured scheduling of reviews and for the preparation for meetings
  • Ensure that client files pre & post meeting contain all relevant information and paperwork, ensuring that all client data is accurate and up to date
  • Be responsible for all post meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers ensuring timely and accurate completion
  • Maintain a basic level of industry knowledge through private reading/attending workshops etc.

To Be Considered

  • Minimum 2 years administrative experience within a similar position
  • Responsibility, accountability and the ability to be pro-active and intuitive in role
  • Attention to detail and pride in work
  • Strong communicator, Written, verbal, and listening
  • 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 the diploma in financial planning.
  • You will be joining a well-known and highly respected organisation where you can start an exciting career

Package

  • To £31,000
  • Discretionary Bonus & benefits including pension, death in service, phi and much more