mbf is seeking an IFA Administrator to join its boutique financial planning practice and support Directors and a Senior Financial Planner. The role offers varied duties including preparing client documentation, meeting packs and financial planning paperwork, and maintaining high levels of client service.
You will liaise with clients and professional contacts by phone, email and written correspondence, handle new business processing and ongoing servicing, and assist with compliance documentation
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IFA Administrator: Client-Focused Planning Support in Exeter employer: mbf
MBF in Leeds is an exceptional employer, offering a dynamic work culture that fosters collaboration and professional growth within the private wealth sector. With a commitment to employee development, including study support for further qualifications, and a prime office location in the heart of Leeds city centre, we provide a rewarding environment where your expertise in paraplanning can truly thrive.
