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Financial Planning Administrator
2 months ago
mbf. is a forward-thinking firm of Independent Financial Advisors based in Sale, Greater Manchester. Founded during the Covid-19 pandemic, this business has thrived, and they are proud to have grown to a close-knit team of dedicated professionals. The small team operates as an employee-owned company, giving every team member the opportunity to own shares and actively participate in shaping the future of their business.
The OpportunityWe are seeking a motivated and experienced Financial Planning Administrator to join their team. This is the perfect opportunity for a career Administrator who is looking for a varied and interesting position at a company where they will be truly valued and their voice will be heard.
Key Responsibilities- Provide comprehensive administrative support to IFAs.
- Manage client documentation, ensuring accuracy and compliance.
- Coordinate client meetings and prepare necessary materials.
- Maintain and update client records and databases.
- Liaise with clients and providers to facilitate smooth communication and service delivery.
- You have experience as in a IFA Administrator role and a strong understanding of financial planning processes.
- Strong Organisational Skills
- Attention to detail
- Basic salary of up to £30,000 plus company benefits
- Hybrid working from their office in Sale, Greater Manchester
- Share Options
