IFA Administrator - Hybrid working

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

We are working with a highly successful and well-established boutique Independent Financial Planning practice with a strong reputation for providing high-quality, personalised financial advice.

The business has built an excellent reputation through its client-focused approach, long-term relationships and commitment to providing genuinely tailored financial planning. With a close-knit and personable team, this is a great business to work for where people are valued, supported and have the opportunity to make a real contribution.

The firm is now looking to recruit an additional IFA Administrator to join the team and provide support to the Directors and Senior Financial Planner.

The Role

This is a varied position offering the opportunity to become an important part of a successful financial planning practice. You will provide comprehensive administrative support whilst also developing strong relationships with clients, providers and professional contacts.

Key responsibilities will include:

• Providing comprehensive administrative support to the Directors and Senior Financial Planner
• Preparing client documentation, meeting packs, reports and financial planning paperwork
• Liaising directly with clients by telephone, email and in writing
• Processing new business and ongoing client servicing requirements
• Liaising with pension, investment, platform and insurance providers
• Supporting Advisers with compliance documentation and general administration
• Ensuring client records and documentation are accurate and up to date
• Helping to ensure clients receive a professional and consistently high level of service

About You

We are looking for someone with previous experience within an IFA, Financial Planning or wider Financial Services environment, ideally with experience supporting Financial Advisers or Financial Planners.

You will be organised, accurate and proactive, with excellent communication skills and a genuine focus on delivering a high level of client service. You should be comfortable dealing directly with clients and professional contacts and enjoy working as part of a close-knit team.

The Opportunity

This is an excellent opportunity to join a successful and established independent financial planning business where you can genuinely become an important part of the team.

Due to the boutique nature of the practice, you will work closely with the Directors and Financial Planners, have regular client contact and play a key role in the smooth running of the business. You will be joining a professional but friendly environment where your contribution will be recognised and where there is genuine opportunity to develop your career alongside the continued success of the business.