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IF Administrator

  • Exeter
  • Permanent
  • £24,000 - £28,000 + Bonus and excellent benefits

Job details.

Mbf are working with a multinational Financial Planning organisation to recruit an additional IFA Administrator. Our client is known for its exceptional service & multiple industry awards, with a well-established presence at the top end of the industry, they have been providing high level holistic financial planning solutions to clients for 100+ years.

They are now seeking to recruit a dynamic & dedicated IFA Administrator to join their growing team. As an IFA Administrator you will play a pivotal role in supporting one or two accomplished Financial Advisers and will be a vital point of contact for the firms valued clients.

Key Responsibilities:

  • Assist Financial Advisers in all aspects of client management and financial planning.
  • Prepare and process client documentation
  • Act as the primary liaison between clients and Financial Advisers, addressing inquiries and resolving issues promptly
  • Maintain accurate client records and manage client databases
  • Coordinate and schedule client meetings and appointments
  • Collaborate with other team members to ensure smooth workflow and client satisfaction

To be considered you should have:

  • Previous experience in a similar role within the financial services industry is highly preferred
  • Strong organisational and multitasking skills
  • Exceptional attention to detail and accuracy
  • Excellent communication and interpersonal skills
  • Proficiency in Microsoft Office Suite and relevant financial software

What’s in it for you –

  • Join a globally recognised and award-winning organization
  • Work in a collaborative and supportive team environment
  • Opportunities for career growth and development
  • Basic salary to £28,000
  • Discretionary bonus
  • 30 days holiday plus bank holidays
  • Excellent overall benefits package
  • Full exam support
  • Hybrid working: split between office & home


  1. Financial Services
  2. Financial Planning

Thomas Williams

Director - Financial Services

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