Financial Planning Coordinator

2 weeks ago


Ipswich, Suffolk, United Kingdom mbf. Full time
Financial Planning Administrator

We are seeking a highly skilled and motivated Financial Planning Administrator to join our team at mbf. This is an exciting opportunity to work with a passionate and driven team of financial planning professionals in a rapidly expanding firm.

Key Responsibilities:

  • Client Support: Provide exceptional service and support to clients, ensuring their needs are met and exceeded.
  • Financial Planner Assistance: Offer comprehensive administrative support to a team of successful Financial Planners, including preparing documentation, managing client files, and coordinating meetings.
  • Process Management: Assist with the management of financial planning processes, ensuring all tasks are completed efficiently and within regulatory requirements.
  • Communication: Liaise with clients, providers, and other stakeholders to facilitate smooth operations and maintain strong professional relationships.

Requirements:

  • Proven experience in an IFA Administrator or similar role within the financial services industry.
  • Strong understanding of financial planning processes and products.
  • Excellent communication and interpersonal skills.
  • High level of accuracy and attention to detail.
  • Ability to work independently as well as part of a team.
  • Proficiency in using financial planning software and MS Office Suite.

What We Offer:

  • A supportive and collaborative working environment.
  • Opportunities for professional growth and career progression within a rapidly expanding firm.
  • The chance to work with a passionate and driven team of financial planning professionals.
  • Competitive salary package based on experience, bonus, and good company benefits.
  • Hybrid working arrangement.
  • Salary up to £35,000.

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