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IFA Administrator - Remote

  • Reading
  • Permanent
  • £28,000 - £34,000 + Bonus & Benefits

Job details.

Mbf are working with a well-established, respected and growing firm of Financial Planners to recruit an additional IFA Administrator. Our client is a market leader, the Financial Planning division makes up part of a much larger and award-winning organisation.

Their currently requirement is for an experienced IFA Administrator to join their team. The role will focus on provide ongoing support to the companies Paraplanners & Wealth Planners; this will be a vital part of the team ensuring the firms clients continue to receive the highest level of service. Our client specialises in providing holistic advice to a portfolio of HNW clients – as a result they require an individual with previous experience within a similar role/environment who can come in and hi the ground running.

Duties include:

  • Work closely with Wealth Planners & Paraplanners providing an exceptional level of support
  • Pro actively handle/liaise with clients and 3rd parties by phone, email and post as necessary
  • Support Wealth Planner with preparation of client correspondence and  meeting notes
  • Provide technical assistance and research for Financial Planner
  • Set up and maintain client data/files electronically
  • When required, accurately prepare client reports, valuations, quotations, paperwork, engagement and recommendation letters

This is a remote position; however, you will be required to come into the London office once a quarter to attend team meetings, training etc.

To be considered you MUST have at least three years experience working as an IFA/Financial Planning Administrator and will have worked in a similar environment. Our client is offering a competitive basic salary plus bonus, company benefits and the unique opportunity to work remotely.

Sector:

  1. Financial Services
  2. Financial Planning

Thomas Williams

Director - Financial Services

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