IFA Administrator
other jobs mbf.
Added before 3 Days
- England,South West,Wiltshire
- Full Time, Permanent
- £30,000 - £40,000 per annum
Job Description:
We are delighted to be partnering with a well-established, locally respected, directly authorised financial planning firm in Bradford-on-Avon, as they continue their exciting growth journey. Known for delivering exceptional advice and service, the firm specialises in working with high-net-worth and ultra-high-net-worth clients, with an average client portfolio of around £1m.
As part of this expansion, they are seeking an IFA Administrator to join their growing back-office team. This is a key role, offering an excellent opportunity to develop your technical expertise while working closely with experienced Financial Advisors.
The Role
*Manage all aspects of technical administration across investment platforms, ensuring accuracy and compliance.
*Handle money movements in and out of client accounts, following the instructions of Financial Advisors.
*Support Financial Advisors in delivering high-quality client service for HNW and UHNW clients.
*Ensure smooth operational workflows and provide proactive support to both clients and colleagues.
*Contribute to ongoing process improvements and help the firm maintain its reputation for excellence.
This role is ideal for someone highly organised, detail-oriented, and confident working with complex portfolios and technical administration.
About You
*Previous experience supporting Financial Advisors in an IFA, wealth management, or financial planning environment.
*Strong understanding of investment platforms and technical administration.
*Excellent attention to detail and the ability to work accurately under pressure.
*A proactive, team-focused approach with a willingness to take ownership and support business growth.
*Confidence in handling high-value client accounts and complex technical processes.
What’s on Offer
*Competitive salary, negotiable based on experience and qualifications.
*Company benefits package.
*A fantastic opportunity to be a key member of a highly respected, growing team.
*Exposure to high-net-worth and ultra-high-net-worth client cases, enhancing your technical expertise and career progression.
*Work in a collaborative, supportive environment where you can make a genuine impact on the firm’s growth and success.
If you are a passionate, detail-focused professional looking to take the next step in your financial services career, we would love to hear from you.
As part of this expansion, they are seeking an IFA Administrator to join their growing back-office team. This is a key role, offering an excellent opportunity to develop your technical expertise while working closely with experienced Financial Advisors.
The Role
*Manage all aspects of technical administration across investment platforms, ensuring accuracy and compliance.
*Handle money movements in and out of client accounts, following the instructions of Financial Advisors.
*Support Financial Advisors in delivering high-quality client service for HNW and UHNW clients.
*Ensure smooth operational workflows and provide proactive support to both clients and colleagues.
*Contribute to ongoing process improvements and help the firm maintain its reputation for excellence.
This role is ideal for someone highly organised, detail-oriented, and confident working with complex portfolios and technical administration.
About You
*Previous experience supporting Financial Advisors in an IFA, wealth management, or financial planning environment.
*Strong understanding of investment platforms and technical administration.
*Excellent attention to detail and the ability to work accurately under pressure.
*A proactive, team-focused approach with a willingness to take ownership and support business growth.
*Confidence in handling high-value client accounts and complex technical processes.
What’s on Offer
*Competitive salary, negotiable based on experience and qualifications.
*Company benefits package.
*A fantastic opportunity to be a key member of a highly respected, growing team.
*Exposure to high-net-worth and ultra-high-net-worth client cases, enhancing your technical expertise and career progression.
*Work in a collaborative, supportive environment where you can make a genuine impact on the firm’s growth and success.
If you are a passionate, detail-focused professional looking to take the next step in your financial services career, we would love to hear from you.
Job number 3360257
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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...