IFA Administrator: Client-Focused Planning Support

mbf; Exeter; On-site; GBP 22,000 - 28,000; Full time

Job summary

mbf is seeking an IFA Administrator to join its boutique financial planning practice and support Directors and a Senior Financial Planner. The role offers varied duties including preparing client documentation, meeting packs and financial planning paperwork, and maintaining high levels of client service.

You will liaise with clients and professional contacts by phone, email and written correspondence, handle new business processing and ongoing servicing, and assist with compliance documentation

Qualifications

• Previous experience within an IFA, Financial Planning or wider Financial Services environment.
• Organised, accurate and proactive with excellent communication skills.
• Comfortable dealing directly with clients and professional contacts.

Responsibilities

• Provide comprehensive administrative support to the Directors and Senior Financial Planner.
• Prepare client documentation, meeting packs, reports and financial planning paperwork.
• Liaise directly with clients by telephone, email and in writing.
• Process new business and ongoing client servicing requirements.
• Liaise with pension, investment, platform and insurance providers.
• Support Advisers with compliance documentation and general administration.
• Ensure client records and documentation are accurate and up to date.
• Help to ensure clients receive a professional and high level of service.

Skills

Administrative support

Client service

Communication skills

Organised

Job description

mbf is seeking an IFA Administrator to join its boutique financial planning practice and support Directors and a Senior Financial Planner. The role offers varied duties including preparing client documentation, meeting packs and financial planning paperwork, and maintaining high levels of client service.

You will liaise with clients and professional contacts by phone, email and written correspondence, handle new business processing and ongoing servicing, and assist with compliance documentation