Senior Financial Services Coordinator
3 weeks ago
We are seeking a talented Financial Planning Administrator to join our team at mbf., a dynamic and expanding firm of Independent Financial Planners based in the East Anglia region.
Key Responsibilities
As a key point of contact, you will ensure exceptional service and support to clients, providing comprehensive administrative support to a team of successful Financial Planners, including preparing documentation, managing client files, and coordinating meetings. You will also assist with the management of financial planning processes, ensuring all tasks are completed efficiently and within regulatory requirements.
Requirements
We are looking for a candidate with proven experience in an IFA Administrator or similar role within the financial services industry. You should have a strong understanding of financial planning processes and products, as well as excellent communication and interpersonal skills. A high level of accuracy and attention to detail is essential, and the ability to work independently is a must.
What We Offer
We provide a dynamic and supportive work environment, where you will have the opportunity to develop your skills and contribute to the growth of our firm. If you are a motivated and experienced administrator looking for a new challenge, we encourage you to apply for this exciting role.
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