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IFA Administrator

2 months ago

Exeter, Devon, United Kingdom mbf. Full time

Job Summary

Mbf is working with a 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.

The Role

  • Build and maintain strong relationships with the Financial Planners and their high net worth clients.
  • Work closely with the Paraplanning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes.
  • Ensure client reviews are timely and 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- and 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.

Requirements

  • Minimum 1 year's administrative experience within a similar position.
  • Responsibility, accountability, and the ability to be proactive 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 £30,000.
  • Discretionary Bonus & benefits including pension, death in service, PHI and much more.
  • Hybrid working split 3 days in the office & 2 working from home.