Job Description
MBF is working with one of the UK’s leading Financial Planning & Investment Management firms, known for its strong heritage and outstanding reputation. While they have a national presence, they maintain a close-knit, friendly working environment. Their Financial Planning division has grown significantly in recent years, with ambitious plans for continued expansion.
The opportunity
In this role, you will provide comprehensive support to a team of successful Financial Planners and a portfolio of high-net-worth (HNW) clients.
Key Responsibilities:
* Build and maintain strong relationships with Financial Planners and clients.
* Work closely with Paraplanning and internal teams to ensure efficient and high-quality administration, resulting in excellent client outcomes.
* Ensure timely and compliant client reviews in line with service levels and regulations.
* Assist in the scheduling and preparation of client meetings.
* Ensure all client files are accurate and up to date, both pre- and post-meeting.
* Manage all post-meeting administrative tasks, including processing Letters of Authority and submitting business to various platforms and providers.
* Maintain a basic level of industry knowledge through independent learning and workshops.
About You: