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Financial Services Coordinator

2 months ago

Wimborne Minster, Dorset, United Kingdom mbf. Full time

Job Overview:

Mbf is seeking a dedicated and detail-oriented IFA Administrator to join their team in a dynamic, medium-sized, Chartered and fully Independent Financial Planning practice.

Key Responsibilities:

  • Provide comprehensive administrative support to financial advisors, ensuring the smooth operation of their services.
  • Prepare client correspondence, reports, and documentation, maintaining high standards and delivering exceptional client service.
  • Manage client records, ensuring all information is up-to-date and accurate.
  • Assist with the preparation of client review meetings, facilitating effective communication and collaboration.
  • Process new business applications, following up on any outstanding requirements to ensure timely completion.
  • Liaise with product providers and clients to resolve any queries, providing prompt and professional support.
  • Maintain accurate records, ensuring compliance with industry regulations and best practices.

What's on Offer:

  • A competitive salary of up to £28,000 per annum.
  • A discretionary bonus scheme, recognizing individual and team contributions.
  • A hybrid working arrangement, offering flexibility to work from home and the office.
  • Flexible start and finish times, accommodating individual needs and preferences.
  • A comprehensive benefits package, including a generous holiday allowance, PMI, pension, and other perks.
  • Opportunities for ongoing training and career advancement, supporting professional growth and development.

About You:

  • Previous experience in an IFA Administrator or similar role within the financial services industry.
  • Strong organizational skills and attention to detail, with a focus on accuracy and efficiency.
  • Excellent communication skills, both written and verbal, with the ability to build strong relationships with clients and colleagues.
  • Proficiency in using financial planning software and Microsoft Office Suite, with a willingness to learn and adapt to new systems.
  • Ability to work independently and as part of a team, with a proactive approach to managing multiple tasks and deadlines.