MBF are currently working with a well established, National Financial Planners who are currently in the market to recruit a IFA Administrator to join their growing team.

The role:

• The role will be working in a busy team, supporting the company's Financial Advisor's. You will also act as a first point of contact for clients.
• The team is friendly and have a great working environment. They work closely together with the Paraplanners, having regular meetings and social activities which helps with their strong team ethic.
• Activities include; Processing new business, LOA's, preparing meeting packs, liaising with providers and clients, maintaining records on client database

Requirements

• To be considered you must have previous experience within a similar role, you will ideally have worked as an Administrator or PA within a Financial Planning/Wealth Management practice.
• You must have extensive experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint
• Experience of delivering accurate, relevant and timely information
• Those with experience of Investment wrap platforms and Intelligent Office would have an advantage

On Offer:

• The client can offer a competitive basic salary up to £26,000
• Discretionary annual Bonus
• Benefits include; Pension contribution, DIS, etc
• They offer a supportive working environment and first class training, you will be supported with any relevant professional exams you wish to take and there will be plenty of opportunities for progression.