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 a very well-established Financial Planning & Investment Management organisation; 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.
An exciting opportunity for an IFA administration has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments and retirement planning for someone to join the team based in Bath.
They would like another friendly individual to join them, where you can have fun and grow.
This company prides itself on the amazing culture they have developed over the years.
Posted by Capio Recruitment Financial Planning • £22K/yr to £25K/yr
This role would be perfect for someone who has experience of working within a Financial Planning or Wealth Management firm previously and enjoys the corporate side of financial advice, whilst looking for a supportive, friendly environment in which to continue their career.
This role would involve providing a range of administrative support to the EB advisers and support the ongoing growth and developing of corporate clients within the firm.
You will be working within a team environment and handling a range of requests including Group Pensions, Group Risk and Group life schemes.
IFA Administrator Join a Leading Wealth Management Firm that provides hybrid working!
Are you a detail-oriented IFA Administrator with a passion for delivering outstanding client service?
This is an opportunity to work for a thriving financial planning and discretionary investment management firm that is dedicated to improving people's relationship with their wealth.