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IFA Administrator

  • Exeter
  • Permanent
  • £24,000 - £30,000 + Bonus and benefits

Job details.

Mbf are working with a highly successful, Chartered Financial Planning practice based on the outskirts of Exeter to recruit an additional IFA Administrator. Our client is a boutique business who provide holistic financial solutions to clients across the South West, they are a growing practice that have a fantastic reputation.
As an IFA Administrator, you will play a pivotal role in supporting two Chartered Financial Planners in their daily operations. The Financial Planners you will be working with focus on HNW & UHNW clients, as a result the client is looking to recruit an experienced/professional individual who can hit the ground running.

Key Responsibilities

  • Assist Chartered Financial Planners with client communication and document preparation
  • Manage client data and maintain accurate records using internal systems
  • Prepare and process applications, ensuring compliance with regulatory standards
  • Coordinate and schedule client appointments, managing the planners' calendars
  • Liaise with various stakeholders, including clients, providers, and internal teams
  • Contribute to the smooth functioning of the team by handling general administrative tasks

Qualifications and experience

  • You must have a minimum of 2 years Financial Services Administration experience
  • Excellent organizational skills and attention to detail
  • Strong communication skills, both written and verbal
  • Proficiency in using office software and tools, including Microsoft Office
  • A proactive and adaptable mindset, capable of managing varying workloads

What’s on offer

  • The opportunity to work with a highly successful and respected team of Chartered Financial Planners
  • Exposure to the intricacies of holistic financial planning for HNW and UHNW clients
  • A supportive and collaborative work environment
  • A competitive basic salary
  • Full on the job training & support
  • Free parking


  1. Financial Services
  2. Financial Planning

Thomas Williams

Director - Financial Services

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