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    IFA Administrator - Bournemouth, United Kingdom - mbf.

    mbf.
    mbf. Bournemouth, United Kingdom

    2 weeks ago

    Default job background
    permanent £35,000 Administrative
    Description

    Mbf are collaborating with one of the leading Financial Planning & Investment Management companies in the UK; they have a solid background and an outstanding reputation. Although they have a national presence, they have managed to preserve a tight-knit, welcoming atmosphere - the financial planning sector has seen significant growth in recent years with ambitious expansion plans for the present and future.

    Their current need is for a skilled IFA Administrator to join the team and offer full support to a group of successful financial planners and a portfolio of HNW clients.

    The Role

    • Establish & nurture strong relationships with the Financial Planners and their clients
    • Collaborate closely with Paraplanning and other internal teams to ensure efficient and high-quality administration leading to exceptional client outcomes
    • Ensure that client reviews are timely & appropriate following documented service levels and regulatory guidelines.
    • Assist in organizing reviews and preparing for meetings in a structured manner
    • Verify that client files pre & post meetings contain all necessary information and documentation, guaranteeing the accuracy and currency of all client data
    • Handle all post-meeting administrative tasks, including processing Letters of Authority and submitting business to different platforms and providers to ensure punctual and precise completion
    • Maintain a foundational level of industry knowledge through personal study and attending workshops, among other activities

    To Be Considered

    • Minimum of 1 year of administrative experience in a similar role
    • Demonstrated responsibility, accountability, and a proactive and intuitive approach
    • Strong attention to detail and a sense of pride in one's work
    • Effective communication skills - written, verbal, and attentive listening
    • This company is renowned for its commitment to training and development, therefore candidates will receive full training as needed and will also be assisted both financially and with study leave to achieve the diploma in financial planning
    • You will become part of a reputable and esteemed company, signaling the start of an exciting career journey

    Package

    • Up to £35,000
    • Performance-Based Bonus
    • Comprehensive benefits package including a generous pension, life insurance, private medical insurance, and more
    • Hybrid working model - 3 days in the office & 2 days remote
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