IFA Administrator

Mbf are working with a highly successful Financial Planning practice based in Wellington recruit an additional IFA Administrator. Our client is a boutique business who provide holistic financial solutions to clients across the South West, they are a growing practice that have a fantastic reputation. As an IFA Administrator, you will play a pivotal role in supporting Financial Planners in their daily operations. The Financial Planners you will be working with focus on HNW & UHNW clients, as a result the client is looking to recruit an experienced/professional individual who can hit the ground running.

Key Responsibilities

• Assist Financial Planners with client communication and document preparation
• Manage client data and maintain accurate records using internal systems
• Prepare and process applications, ensuring compliance with regulatory standards
• Coordinate and schedule client appointments, managing the planners' calendars
• Liaise with various stakeholders, including clients, providers, and internal teams
• Contribute to the smooth functioning of the team by handling general administrative tasks

Qualifications and experience

• You must have a minimum of 2 years Financial Services Administration experience
• Excellent organizational skills and attention to detail
• Strong communication skills, both written and verbal
• Proficiency in using office software and tools, including Microsoft Office
• A proactive and adaptable mindset, capable of managing varying workloads

What’s On Offer

• The opportunity to work with a highly successful and respected team of Financial Planners
• Exposure to the intricacies of holistic financial planning for HNW and UHNW clients
• A supportive and collaborative work environment
• A competitive basic salary
• Discretionary bonus
• Strong company benefits
• Full on the job training & support