Financial Services Administrator
1 month ago
Join our team at mbf. as an IFA Administrator and play a vital role in supporting our growing team of financial advisers.
About the RoleWe are seeking a highly organized and detail-oriented individual to provide administrative support to our advisers. As an IFA Administrator, you will be responsible for processing new business applications, conducting research, and preparing reports.
Key Responsibilities- Process new business applications and client requests in a timely and efficient manner
- Conduct research on funds and products using Adviser Asset and FE Analytics
- Prepare valuation reports and obtain pre-sale documentation
- Act as a key point of contact for clients and collate information from providers
- Write advice and execution-only letters
- Support and train other Adviser Support and Administration staff
- Minimum of GCSE grade C in Maths and English (or equivalent)
- Strong IT skills, including MS Office (Word, Excel, Outlook)
- Excellent attention to detail, organisation, and time management
- Strong communication skills (both verbal and written)
- Ability to interact professionally with clients and colleagues
- Excellent career development opportunities within the Financial Services sector
- Support for obtaining professional qualifications
- Competitive salary of up to around £31,000 plus benefits
- Generous pension scheme with an 8% employer contribution (after 3 months)
- 3x Salary Death in Service (after 3 months) and Group Critical Illness Benefit (after 12 months)
- 24 days annual leave, plus bank holidays and office closure over Christmas (without the use of annual leave)
- Bonus schemes and exam bonuses up to £100 per exam passed
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