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Administrative Assistant

2 months ago

Wimborne Minster, Dorset, United Kingdom mbf. Full time

Job Summary:

Mbf is seeking a highly organized and detail-oriented IFA Administrator to support the growth of our dynamic and medium-sized, Chartered and fully Independent Financial Planning practice.

Key Responsibilities:

  • Administrative Support: Provide comprehensive administrative support to financial advisors, ensuring the smooth operation of their services.
  • Client Correspondence: Prepare client correspondence, reports, and documentation, maintaining high standards of quality and attention to detail.
  • Record Management: Manage client records, ensuring all information is up-to-date and accurate, and maintaining compliance with industry regulations.
  • Business Development: Assist with the preparation of client review meetings, process new business applications, and follow up on any outstanding requirements.
  • Client Liaison: Liaise with product providers and clients to resolve any queries, providing exceptional client service and support.

What We Offer:

  • Competitive Salary: Up to £28,000 per annum, with a discretionary bonus.
  • Flexible Working: Hybrid working arrangement, with flexibility to work from home and the office.
  • Benefits Package: Including generous holiday allowance, PMI, Pension, and opportunities for ongoing training and career advancement.

About You:

  • Experience: Previous experience in an IFA Administrator or similar role within the financial services industry.
  • Skills: Strong organizational skills, attention to detail, excellent communication skills, proficiency in using financial planning software and Microsoft Office Suite, and ability to work independently and as part of a team.