mbf, a boutique financial planning firm in Cheltenham, is seeking an IFA Administrator to support Financial Planners and technical staff. You will interact with clients to ensure a seamless, professional service, and contribute to a collaborative team with a strong client focus.
You will play a varied role, handling preparation of recommendations, maintaining client relationships, and coordinating documentation with providers while ensuring accurate administrative processes and high-quality
#J-18808-LjbffrIFA Administrator - Collaborative Role with Growth & Benefits in Cheltenham employer: mbf
Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.
