Mbf are working with one of the UKs foremost Financial Planning & Investment Management organisations; 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 Role
1. Build & maintain strong relationships with the Financial Planners and their clients
2. Work closely Paraplanning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes
3. Ensure client reviews are timely & appropriate as per documented service levels and in line with regulation.
4. Assist with structured scheduling of reviews and for the preparation for meetings
5. Ensure that client files pre & post meeting contain all relevant information and paperwork, ensuring that all client data is accurate and up to date
6. Be responsible for all post meeting administrative acti...