IFA Administrator
hace 8 días
Poole
2 days ago Be among the first 25 applicants This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. An excellent opportunity has arisen for an IFA Administrator to join a well-established, boutique financial planning practice based in Poole. Known for their professional yet friendly culture, this medium-sized firm offers a supportive environment, strong values, and a commitment to delivering outstanding client service. You'll be joining a close-knit and collaborative team, working alongside Financial Advisers, Paraplanners, and fellow Administrators to provide high-quality support throughout the advice process. This is a company that truly values its people—reflected in their low staff turnover, personalised training, and opportunities for career progression. The role: As an IFA Administrator, you will play a vital role in the day-to-day operations of the business, supporting the advice process from start to finish. Key responsibilities include: • Preparing client documentation, reports, and meeting packs, • Processing new business and liaising with product providers, • Maintaining accurate client records and back-office systems, • Supporting Financial Advisers and Paraplanners with administrative tasks, • Managing client communications, both by phone and email, • Ensuring all work is carried out in line with compliance and company procedures About you: • Previous experience in a financial planning or wealth management administration role, • Strong organisational and communication skills, • Confident working with clients and internal stakeholders, • Proactive, detail-oriented, and a team player, • Keen to develop your skills and progress within the industry What’s on offer: • Basic salary up to £36,000 depending on experience, • Performance-based bonus, • Company benefits package, • Support for market exams and professional development, • Genuine opportunities for progression within a growing, supportive firm, • A welcoming, people-focused culture with a strong team This is a fantastic opportunity to join a respected and friendly firm where you’ll be supported, challenged, and given the tools to grow your career in financial services. • Associate, • Full-time, • Finance Referrals increase your chances of interviewing at mbf by 2x Poole, England, United Kingdom 2 weeks ago Poole, England, United Kingdom 21 hours ago Poole, England, United Kingdom 1 week ago Poole, England, United Kingdom 1 week ago Poole, England, United Kingdom 2 weeks ago Poole, England, United Kingdom 3 weeks ago Poole, England, United Kingdom 3 weeks ago Poole, England, United Kingdom 3 weeks ago Poole, England, United Kingdom 3 weeks ago Poole, England, United Kingdom 3 weeks ago Poole, England, United Kingdom 2 months ago Poole, England, United Kingdom 2 weeks ago Poole, England, United Kingdom 2 months ago Poole, England, United Kingdom 2 months ago Poole, England, United Kingdom 1 month ago Poole, England, United Kingdom 3 weeks ago Poole, England, United Kingdom 6 days ago Poole, England, United Kingdom 1 month ago Poole, England, United Kingdom 2 weeks ago Poole, England, United Kingdom 2 weeks ago Poole, England, United Kingdom 1 week ago Poole, England, United Kingdom 2 months ago Poole, England, United Kingdom 3 months ago Poole, England, United Kingdom 1 week ago Poole, England, United Kingdom 5 days ago Poole, England, United Kingdom 1 week ago Poole, England, United Kingdom 6 days ago Poole, England, United Kingdom 1 week ago Poole, England, United Kingdom 1 week ago Poole, England, United Kingdom 1 week ago Poole, England, United Kingdom 2 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr