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Financial Services Administrator

2 months ago

Tiverton, Devon, United Kingdom mbf. Full time
About the Role

We are seeking an experienced and proactive IFA Administrator to join our team at mbf. This role is pivotal to our success, supporting our Directors and Senior Financial Planner while having regular contact with clients.

Key Responsibilities
  • Provide comprehensive administrative support to our Directors and Senior Financial Planner.
  • Maintain accurate client records, prepare documentation, and ensure follow-ups are conducted in a timely manner.
  • Regularly liaise with clients, addressing queries and providing outstanding customer service.
  • Prepare and manage reports, documents, and compliance paperwork.
  • Handle communication with product providers and other third parties.
What We Offer
  • A supportive, friendly team environment where full on-the-job training will be provided.
  • Regular interaction with clients, allowing you to build lasting relationships.
  • A career development pathway with opportunities for progression as our company grows.
  • An inclusive, close-knit team culture that values your contribution.
  • Exposure to a wide range of financial advice processes and the chance to build industry knowledge.
Requirements
  • Previous experience in an IFA administration role or within the financial services sector is desirable.
  • Strong organisational skills with the ability to multitask and meet deadlines.
  • Excellent communication skills, both written and verbal.
  • A positive, proactive attitude and a willingness to learn and grow.
  • Comfortable working in a small, collaborative team with client-facing responsibilities.