IFA Administrator

2 weeks ago

Bristol, South West England, United Kingdom mbf Full time

Mbf are working with one of the UKs foremost Financial Planning & Investment Management organisations; 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 short-, medium- and long-term future.


Their current requirement is for an experienced IFA Administrator to join the business to provide comprehensive support to a team of successful financial planners and a portfolio of HNW clients.

Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity.


The Role

  • Build & maintain strong relationships with the Financial Planners and their clients
  • Work closely Paraplanning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes
  • Ensure client reviews are timely & appropriate as per documented service levels and in line with regulation.
  • Assist with structured scheduling of reviews and for the preparation for meetings
  • Ensure that client files pre & post meeting contain all relevant information and paperwork, ensuring that all client data is accurate and up to date
  • Be responsible for all post meeting administrative actions, such as processing of 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/attending workshops etc.


To Be Considered

  • Minimum 2 year’s administrative experience within a similar position
  • Responsibility, accountability and the ability to be pro-active and intuitive in role
  • Attention to detail and pride in work
  • Strong communicator, 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

  • To £35,000
  • Discretionary Bonus & benefits including pension, death in service, PMI and much more
  • Hybrid working split 3 days in the office & 2 working from home

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