Their current requirement is for an experienced IFA Administrator to join the business to provide comprehensive support to a team of successful financial planners and a portfolio of HNW clients.
Mbf are working with one of the UKs foremost Financial Planning & Investment Management organisations; the client has a strong history and a fantastic reputation.
They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious growth plans for the short-, medium- and long-term future.
We are currently recruiting for a Financial Planning practice based in Woking who are looking for an experienced IFA administrator to join their team.
Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office.
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.
An excellent opportunity for an experienced and dedicated IFA administrator to join a well established, Independent Financial Adviser based on the outskirts of Woking.
The position is fully office based.
Must have previous experience working for an IFA, a mature professional attitude and the ability to produce accurate and detailed work to a consistently high standard.
They looking to take on an administrator who can demonstrate a solid track record of working within a support role in Wealth Management and who is now looking for an opportunity that can further develop their technical knowledge in pursuit of a career as a paraplanner, and eventually as an advisor.
They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion.
My client is a Chartered Independent Financial advice firm based in Weybridge.
We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Chobham.
This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison.
The role will require use of different CRM systems and platforms (including Salesforce).
Minimum Requirements: At least 2 years' IFA administration experience; Intelligent Office back-office system experience; Elevate and AJ Bell platform experience ideal
YOUR NEW COMPANY
Our client is a very successful boutique IFA firm based in Guildford, Surrey.