Financial Services Specialist
4 days ago
Mbf is working with a well-established Financial Planning and Investment Management organisation; the client has a strong history and a fantastic reputation. They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious growth plans for the future.
The company requires an IFA Administrator to provide comprehensive support to a team of successful financial planners and a portfolio of high net worth clients.
The Role
- Build strong relationships with the Financial Planners and their clients, ensuring seamless communication and excellent client outcomes.
- Work closely with Paraplanning and other internal teams to facilitate efficient and quality administration.
- Ensure timely and accurate completion of client reviews, adhering to documented service levels and regulatory requirements.
- Assist with scheduling reviews and preparation for meetings, ensuring all necessary information and paperwork are in place.
- Be responsible for post-meeting administrative actions, such as processing Letters of Authority and submitting business to various platforms and providers.
- Maintain accurate and up-to-date client files, ensuring all relevant information is readily available.
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