Senior IFA Administrator - Guildford, Surrey, United Kingdom - mbf
Description
Mbf are working with a well-established Financial Planning & Investment Management organisation; the client has a strong history and a fantastic reputation.
They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious growth plans for the short-, medium- and long-term future.
Their current requirement is for an experienced IFA Administrator to join the business to provide comprehensive support to a team of successful financial planners and a portfolio of HNW clients.
Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity.
The RoleBuild & maintain strong relationships with the Financial Planners and their clientsWork closely Paraplanning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomesEnsure client reviews are timely & appropriate as per documented service levels and in line with regulation.
Assist with structured scheduling of reviews and for the preparation for meetingsEnsure that client files pre & post meeting contain all relevant information and paperwork, ensuring that all client data is accurate and up to dateBe responsible for all post meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers ensuring timely and accurate completionMaintain a basic level of industry knowledge through private reading/attending workshops etc.
To Be ConsideredMinimum 3 years administrative experience within a similar positionResponsibility, accountability and the ability to be pro-active and intuitive in roleAttention to detail and pride in workStrong communicator, Written, verbal, and listeningThis organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning.
You will be joining a well-known and highly respected organisation where you can start an exciting careerPackageTo £38,000Discretionary Bonus & benefits including pension, death in service, phi and much moreHybrid working split 3 days in the office & 2 working from home