Mbf are working with an award winning, national & chartered financial planning organisation to recruit an experienced Senior IFA Administrator. Our client is a well-respected business, they have offices across the UK and a particularly strong presence in the south west of England.
The business has grown significantly in the past 5 years and have ambitious growth plans for the short-, medium- and long-term future. They have grown via their exceptional name in the industry, a number of acquisitions and strategic partnerships.
In this position you will provide closeknit support to either 1 or 2 experienced/Senior Financial Planners. You will be responsible for providing full administrative support and will be a first point of contact for their HNW client book.
1. Provide comprehensive administrative support to one or two experienced/senior Financial Planners, including diary management, client correspondence, and document preparation.
2. Act as the primary point of contact for the High Net Worth (HNW) client book, ensuring excellent service delivery and client satisfaction.
3. Coordinate client meetings and appointments, including scheduling, preparing meeting agendas, and arranging necessary documentation.
4. Assist in the preparation and submission of financial applications, documentation, and forms, ensuring accuracy and compliance with regulatory requirements.
5. Manage client databases and CRM systems, maintaining accurate...