IFA Administrator
other jobs mbf.
Added before 3 Days
- England,South West,Devon,Exeter
- Full Time, Permanent
- £25,000 - £32,000 per annum
Job Description:
A well-established and growing independent financial planning firm on the outskirts of Exeter are seeking to recruit an additional IFA Administrator to join their supportive and professional team.
Our client is a leading name in the region; they provide holistic financial planning solutions to HNW clients across the South West. In this position you will provide administrative support to a successful team of Financial Planners, clients and Paraplanners – you will be a vital part of the team and ongoing advice process.
Key responsibilities will include:
*Providing day-to-day administrative support to Financial Planners
*Obtaining information from providers regarding clients’ existing financial arrangements
*Preparing client valuations and review packs ahead of meetings
*Processing new business and ensuring all documentation is correct
*Maintaining accurate client records on the back-office system
*Managing your own caseload of client work and tasks
*Handling client and provider correspondence
*Acting as a point of contact for client queries
*Ensuring all files meet FCA and compliance requirements
To be considered:
*Ideally at least 1 years’ experience within a financial planning/ifa environment
*Experience using Microsoft Office (Word, Excel and Outlook)
*Knowledge of financial services systems and processes
*An understanding of the financial planning advice process and FCA requirements
*Excellent organisational skills and attention to detail
*Strong written and verbal communication skills
The client is offering a competitive overall package: basic to £32,000, discretionary annual bonus, 25 days holiday plus bank holidays, 5% pension, full exam support, life cover and much more. The client also offers hybrid working.
You will be joining a growing financial planning business that places strong emphasis on long-term client relationships, high-quality advice and a supportive working culture. The firm is committed to developing its people and providing opportunities for career progression (should you want to).
If you are looking to join a supportive employer, working within a first-class support team this could be an excellent opportunity for you.
Our client is a leading name in the region; they provide holistic financial planning solutions to HNW clients across the South West. In this position you will provide administrative support to a successful team of Financial Planners, clients and Paraplanners – you will be a vital part of the team and ongoing advice process.
Key responsibilities will include:
*Providing day-to-day administrative support to Financial Planners
*Obtaining information from providers regarding clients’ existing financial arrangements
*Preparing client valuations and review packs ahead of meetings
*Processing new business and ensuring all documentation is correct
*Maintaining accurate client records on the back-office system
*Managing your own caseload of client work and tasks
*Handling client and provider correspondence
*Acting as a point of contact for client queries
*Ensuring all files meet FCA and compliance requirements
To be considered:
*Ideally at least 1 years’ experience within a financial planning/ifa environment
*Experience using Microsoft Office (Word, Excel and Outlook)
*Knowledge of financial services systems and processes
*An understanding of the financial planning advice process and FCA requirements
*Excellent organisational skills and attention to detail
*Strong written and verbal communication skills
The client is offering a competitive overall package: basic to £32,000, discretionary annual bonus, 25 days holiday plus bank holidays, 5% pension, full exam support, life cover and much more. The client also offers hybrid working.
You will be joining a growing financial planning business that places strong emphasis on long-term client relationships, high-quality advice and a supportive working culture. The firm is committed to developing its people and providing opportunities for career progression (should you want to).
If you are looking to join a supportive employer, working within a first-class support team this could be an excellent opportunity for you.
Job number 3543751
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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...