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Financial Planning Coordinator
2 months ago
About Us:
Our company, mbf, is a forward-thinking firm of Independent Financial Advisors based in the North West region. Founded during the Covid-19 pandemic, this business has thrived, and we are proud to have grown to a close-knit team of dedicated professionals. The small team operate as an employee-owned company, giving every team member the opportunity to own shares and actively participate in shaping the future of our business.
The Opportunity:
We are seeking a motivated and experienced Financial Planning Administrator to join our team. This is the perfect opportunity for a career Administrator who is looking for a varied and interesting position at a company where they will be truly valued and their voice will be heard.
Why Choose Us?
- Employee Ownership: As an employee-owned company, you'll have the opportunity to become a shareholder and increase your holding as the company grows. We believe in rewarding commitment and success, giving you a real stake in our future.
- Collaborative Culture: Everyone in the company has a voice. We hold regular team meetings where all staff contribute to decision-making and business operations. Your ideas and input will be valued and encouraged.
The Role:
- Provide comprehensive administrative support to our Financial Advisors.
- Manage client documentation, ensuring accuracy and compliance.
- Coordinate client meetings and prepare necessary materials.
- Maintain and update client records and databases.
- Liaise with clients and providers to facilitate smooth communication and service delivery.
About You:
- You have experience as an IFA Administrator role and a strong understanding of financial planning processes.
- Strong Organisational Skills
- Attention to detail
What's On Offer:
- A basic salary of up to £30,000 plus company benefits
- Hybrid working from our office in the North West region
- Share Options
