IFA Administrator

Job Summary:

Mbf is seeking a highly organized and detail-oriented IFA Administrator to support the growth of our dynamic and medium-sized, Chartered and fully Independent Financial Planning practice.

Key Responsibilities:

• Provide comprehensive administrative support to financial advisors, ensuring the smooth operation of their services.
• Prepare client correspondence, reports, and documentation, maintaining high standards of quality and accuracy.
• Manage client records, ensuring all information is up-to-date and compliant with industry regulations.
• Assist with the preparation of client review meetings, coordinating with financial advisors and other stakeholders as needed.
• Process new business applications, following up on any outstanding requirements and ensuring timely completion.
• Liaise with product providers and clients to resolve any queries or concerns, providing exceptional customer service.
• Maintain accurate records, ensuring compliance with industry regulations and best practices.

What We Offer:

• A competitive salary of up to £28,000 per annum.
• A discretionary bonus scheme, recognizing individual and team contributions.
• A hybrid working arrangement, offering flexibility to work from home and the office.
• Flexible start and finish times, accommodating individual needs and preferences.
• A comprehensive benefits package, including generous holiday allowance, PMI, pension, and other perks.
• Opportunities for ongoing training and career advancement, supporting professional development and growth.

About You:

• Previous experience in an IFA Administrator or similar role within the financial services industry.
• Strong organizational skills, with attention to detail and a focus on quality.
• Excellent communication skills, both written and verbal, with the ability to build strong relationships with clients and colleagues.
• Proficiency in using financial planning software and Microsoft Office Suite, with a willingness to learn and adapt.
• Ability to work independently and as part of a team, with a proactive approach and strong problem-solving skills.