_____________________
________________________
______________________
_____________________
____________________
______________________
____________________
_______________________
_________________________
___________________
Mbf are working with a national financial planning organisation in Guildford to recruit a Financial Services Administrator. Our client has offices across the UK, this is a fantastic opportunity to join a friendly & professional practice at an exciting stage of growth. The role will involve working closely with senior members of the team (who will provide ongoing training, support and guidance). You will work with both Paraplanners & Financial Planners on a daily basis and will be an integral part of the team. Duties will include: Maintain accurate client information on the internal back-office system Assist with onboarding new clients Liaise with third parties including providers to obtain information Prepare information for reports Work closely with Paraplanners & Financial Planners to ensure clients receive the highest level of service Be a main point of contact for clients queries This role would suit an individual with previous administration experience within a financial services organisation. Our client will consider individuals from any of the following areas: financial planning/wealth management, pensions, investments, mortgages, platforms or banking. You should have good problem-solving skills and a strong understanding of the industry as a whole. Our client is well known for providing comprehensive training & support, you can expect develop/expand your knowledge of the industry and will be supported for all market exams. This is a growing business and there is genuine opportunity to progress. They are offering an excellent over package: Basic salary to £36,000 Discretionary bonus Generous pensions Death in service PMI Full exam support and much more! Hybrid working with 3 days in the office & 2 working from home.
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. 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. Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The Role Build & maintain strong relationships with the Financial Planners and their clients Work closely Paraplanning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes Ensure client reviews are timely & appropriate as per documented service levels and in line with regulation. Assist with structured scheduling of reviews and for the preparation for meetings Ensure that client files pre & post meeting contain all relevant information and paperwork, ensuring that all client data is accurate and up to date Be responsible for all post meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers ensuring timely and accurate completion Maintain a basic level of industry knowledge through private reading/attending workshops etc. To Be Considered Minimum 1 year's administrative experience within a similar position Responsibility, accountability and the ability to be pro-active and intuitive in role Attention to detail and pride in work Strong communicator, Written, verbal, and listening This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning. You will be joining a well-known and highly respected organisation where you can start an exciting career Package To £38,000 Discretionary Bonus & benefits including pension, death in service, PMI and much more Hybrid working split 3 days in the office & 2 working from home
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. Key Requirements and Skills: They will be part of an administration team, supporting in all day-to-day tasks. This will include General Administration duties handling incoming mail, scanning, filing arranging client meetings preparing client files for meetings processing new business maintaining client files, database management corresponding with clients the updating of fact finds and AML checks preparing valuations obtaining quotations liaising with providers It is essential that the candidate is IT literate with good working knowledge of Microsoft Office suite. A team player with excellent communication skills when liaising with clients, providers, and colleagues to provide an elite service. Experience in the use of document management systems is an advantage as is the use of financial planning software like Intelligent Office. Ideally, the successful candidate will have experience with an IFA firm and a focus on investment and pensions for a minimum of five years along with some financial planning qualifications.