Financial Services Administrator

1 month ago


StratforduponAvon, Warwickshire, United Kingdom mbf. Full time
Job Title: IFA Administrator

Join our team at mbf. as an IFA Administrator and play a vital role in supporting our growing team of financial advisers.

About the Role

We 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
Requirements
  • 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
What We Offer
  • 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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