Ifa Administrator

10 hours ago

Bath, United Kingdom mbf. Full time

Mbf recruitment are currently working with a well-established, successful Financial Planning business who are looking to expand their support team in Bath. The business has grown significantly over the past few years, as a result they require an additionalIFA Administrator to come in and help with the busy workload.

The company pride themselves on the high-quality service that they deliver to their clients, they provide holistic advice to clients across the South West & wider UK. The company have a genuinely supportive environment and are keen to add a first class administratorwho can contribute to this.

**Daily duties will include**:

- Provide administrative support to the advisers and wider team
- Set up and maintain client files ensuring all communications are saved
- Liaise with clients to obtain client information
- Issue and chase information requests to a clients existing product provider
- Collate information received from providers ready for the paraplanner to review
- Liaise with clients to obtain completed client documents
- Act as the first point of contact for incoming calls
- Assist with the servicing of existing client including producing portfolio valuations and producing review packs
- Action existing client queries.
- Everyday administration duties to include preparing client valuations, processing financial planning new business and processing estate planning instructions

**Requirements**:

- Excellent communication skills
- Strong Microsoft office experience

The client offers full support for market exams, first class training and on the job development. They also actively encourage their staff to progress within the company into Paraplanning & Advisory positions. They offer flexible working split between office& home.

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