At a Glance
- Tasks: Support Financial Planners and manage high-net-worth client portfolios.
- Company: Leading UK Financial Planning firm with a friendly, close-knit culture.
- Benefits: Hybrid working, competitive salary, and opportunities for professional growth.
- Other info: Dynamic environment with ambitious plans for expansion.
- Why this job: Join a growing team and make a real impact in financial planning.
- Qualifications: Experience in administration and strong relationship-building skills.
The predicted salary is between 40500 - 49500 £ per year.
We are 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 They are seeking an experienced IFA Administrator to join the team in Exeter.
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: ...
IFA Administrator - Hybrid Working in Devon 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.
