Financial Services Administrator

5 days 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 the success of our company, 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, ensuring seamless day-to-day operations.
  • Maintain accurate client records, prepare documentation, and conduct follow-ups in a timely manner.
  • Liaise with clients, addressing queries and providing exceptional customer service.
  • Prepare and manage reports, documents, and compliance paperwork, ensuring adherence to regulatory requirements.
  • Handle communication with product providers and other third parties, fostering strong relationships.
What We Offer
  • A supportive and friendly team environment, with full on-the-job training provided.
  • Regular interaction with clients, allowing you to build lasting relationships and develop your skills.
  • A career development pathway with opportunities for progression as our company grows.
  • An inclusive and close-knit team culture that values your contribution and supports your growth.
  • 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 highly desirable.
  • Strong organisational skills with the ability to multitask and meet deadlines.
  • Excellent communication skills, both written and verbal.
  • A positive and proactive attitude, with a willingness to learn and grow.
  • Comfortable working in a small, collaborative team with client-facing responsibilities.


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