Mbf are working with an award winning, national & chartered financial planning organisation to recruit an experienced Senior IFA Administrator. Our client is a well-respected business, they have offices across the UK and a particularly strong presence in the south west of England.
The business has grown significantly in the past 5 years and have ambitious growth plans for the short-, medium- and long-term future. They have grown via their exceptional name in the industry, a number of acquisitions and strategic partnerships.
In this position you will provide closeknit support to either 1 or 2 experienced/Senior Financial Planners. You will be responsible for providing full administrative support and will be a first point of contact for their HNW client book.
- Provide comprehensive administrative support to one or two experienced/senior Financial Planners, including diary management, client correspondence, and document preparation.
- Act as the primary point of contact for the High Net Worth (HNW) client book, ensuring excellent service delivery and client satisfaction.
- Coordinate client meetings and appointments, including scheduling, preparing meeting agendas, and arranging necessary documentation.
- Assist in the preparation and submission of financial applications, documentation, and forms, ensuring accuracy and compliance with regulatory requirements.
- Manage client databases and CRM systems, maintaining accurate and up-to-date client records and ensuring data confidentiality.
The client is offering a competitive salary and overall package:
- Basic salary to £38,000
- Discretionary bonus
- 25 days holiday + bank holidays
- Group Life Assurance, Pension, PMI, Income Protection
- Full exam support
- Hybrid working - 2 days in the office & 3 days working from home
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
