IFA Administrator - Hybrid working
other jobs mbf.
Added before 1 Days
- England,South West,Bristol
- Full Time, Permanent
- £25,000 - £35,000 per annum
Job Description:
MBF is working with one of the UK’s leading Financial Planning & Investment Management firms, known for its strong heritage and outstanding reputation. While they have a national presence, they maintain a close-knit, friendly working environment. Their Financial Planning division has grown significantly in recent years, with ambitious plans for continued expansion.
The opportunity
In this role, you will provide comprehensive support to a team of successful Financial Planners and a portfolio of high-net-worth (HNW) clients.
Key Responsibilities:
*Build and maintain strong relationships with Financial Planners and clients.
*Work closely with Paraplanning and internal teams to ensure efficient and high-quality administration, resulting in excellent client outcomes.
*Ensure timely and compliant client reviews in line with service levels and regulations.
*Assist in the scheduling and preparation of client meetings.
*Ensure all client files are accurate and up to date, both pre- and post-meeting.
*Manage all post-meeting administrative tasks, including processing Letters of Authority and submitting business to various platforms and providers.
*Maintain a basic level of industry knowledge through independent learning and workshops.
About You:
*Minimum 2 years’ experience in a similar Wealth Management/Financial Planning administration role.
*Ideally working towards CII qualifications (not essential).
*Proactive, detail-oriented, and highly organised.
*Strong communication skills—written, verbal, and listening.
What’s on Offer?
This firm is known for its training and development, providing full support, including financial sponsorship and study leave, to help you attain the Diploma in Financial Planning.
Benefits & Package:
*Salary up to £35,000
*Discretionary Bonus
*Excellent benefits, including pension, death in service, and private medical insurance
*Hybrid working - 3 days in the office, 2 from home
*First-class training & support
*Progression opportunities within a highly respected firm
This is a fantastic opportunity to join a leading organisation and gain valuable experience in a dynamic and professional environment.
The opportunity
In this role, you will provide comprehensive support to a team of successful Financial Planners and a portfolio of high-net-worth (HNW) clients.
Key Responsibilities:
*Build and maintain strong relationships with Financial Planners and clients.
*Work closely with Paraplanning and internal teams to ensure efficient and high-quality administration, resulting in excellent client outcomes.
*Ensure timely and compliant client reviews in line with service levels and regulations.
*Assist in the scheduling and preparation of client meetings.
*Ensure all client files are accurate and up to date, both pre- and post-meeting.
*Manage all post-meeting administrative tasks, including processing Letters of Authority and submitting business to various platforms and providers.
*Maintain a basic level of industry knowledge through independent learning and workshops.
About You:
*Minimum 2 years’ experience in a similar Wealth Management/Financial Planning administration role.
*Ideally working towards CII qualifications (not essential).
*Proactive, detail-oriented, and highly organised.
*Strong communication skills—written, verbal, and listening.
What’s on Offer?
This firm is known for its training and development, providing full support, including financial sponsorship and study leave, to help you attain the Diploma in Financial Planning.
Benefits & Package:
*Salary up to £35,000
*Discretionary Bonus
*Excellent benefits, including pension, death in service, and private medical insurance
*Hybrid working - 3 days in the office, 2 from home
*First-class training & support
*Progression opportunities within a highly respected firm
This is a fantastic opportunity to join a leading organisation and gain valuable experience in a dynamic and professional environment.
Job number 3149343
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Company Details:
mbf.
mbf. was originally established as an agency which wanted to differentiate itself from the norm. In 2012 our business was set up with the primary focu...