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Financial Planning Administrator

2 months ago

Bath, Bath and North East Somerset, United Kingdom mbf. Full time

We are seeking an experienced Financial Planning Administrator to join our team at mbf. as an IFA Administrator. Our client is a well-established, national financial planning and investment management organisation that has grown significantly over the past few years and is on track to continue its growth.

The successful candidate will have a close working relationship with a team of Senior Financial Planners, providing technical support and developing their career within the organisation. The ideal candidate will have experience within the Wealth Management/Financial Planning remit and hold some CII exams, although this is not a necessity. Our client will provide full support to attain further qualifications and has an excellent benefits package.

The Role:

  • Build and maintain strong relationships with Financial Planners and their clients
  • Work closely with Paraplanning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes
  • Ensure client reviews are timely and appropriate as per documented service levels and in line with regulation
  • Assist with structured scheduling of reviews and preparation for meetings
  • Ensure client files pre- and post-meeting contain all relevant information and paperwork, ensuring accurate and up-to-date client data
  • Be responsible for all post-meeting administrative actions, such as processing Letters of Authority and submission of business to various platforms and providers, ensuring timely and accurate completion
  • Maintain a basic level of industry knowledge through private reading and attending workshops

The successful candidate may demonstrate the following:

  • Minimum 3 years administrative experience, with at least 1 year in an IFA environment
  • Responsibility, accountability, and the ability to be proactive and intuitive in role
  • Attention to detail and pride in work
  • Strong communication skills, written, verbal, and listening
  • This organisation is well-known for supporting training and development, as a result, candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning
  • You will be joining a well-known and highly respected organisation where you can start an exciting career

Package:

  • Basic salary to £32,000
  • Annual Discretionary Bonus
  • 28 days holiday plus bank holidays
  • PMI, Group Life, Group Income, Pension
  • Flexi-Bens add-ons
  • Hybrid working - 2 days a week in the office and 3 days WFH