IFA Administrator

Job Summary:

Mbf is seeking a dedicated and detail-oriented IFA Administrator to join their team. As a key member of the financial services team, you will provide comprehensive administrative support to financial advisors and ensure the smooth operation of their services.

Key Responsibilities:

• Administrative Support: Provide high-level administrative support to financial advisors, including preparing client correspondence, reports, and documentation.
• Client Records Management: Manage client records and ensure all information is up-to-date, accurate, and compliant with industry regulations.
• Client Review Meetings: Assist with the preparation of client review meetings, including coordinating schedules and preparing necessary materials.
• New Business Applications: Process new business applications and follow up on any outstanding requirements to ensure timely completion.
• Client Liaison: Liaise with product providers and clients to resolve any queries or issues in a timely and professional manner.
• Compliance: Maintain accurate records and ensure compliance with industry regulations, including maintaining up-to-date knowledge of relevant laws and regulations.

Requirements:

• Experience: Previous experience in an IFA Administrator or similar role within the financial services industry.
• Skills: Strong organisational skills, attention to detail, excellent communication skills, proficiency in using financial planning software and Microsoft Office Suite.
• Personal Qualities: Ability to work independently and as part of a team, proactive approach, and ability to manage multiple tasks and deadlines.

What We Offer:

• Competitive Salary: Up to £28,000 per annum.
• Discretionary Bonus: Eligible for a discretionary bonus.
• Hybrid Working: Flexibility to work from home and the office.
• Flexible Working Hours: Flexible start and finish times.
• Benefits Package: Including generous holiday allowance, PMI, Pension, and other benefits.
• Professional Development: Opportunities for ongoing training and career advancement.