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OPERATIONS MANAGER

Oversee New Business Processing and on-going annual reviews of existing clients. Review and optimize all company processes to enhance efficiency. Maintain compliance by liaising between our network and the company to ensure polici...

CompanyMbf.
AddressLondon, England
CategoryBanking
Job typePermanent, full-time
Date Posted 6 hours ago See detail

Operations Manager New

Mbf.

London, England

Oversee New Business Processing and on-going annual reviews of existing clients. Review and optimize all company processes to enhance efficiency. Maintain compliance by liaising between our network and the company to ensure polici...

6 hours ago seen See more...

Customer Services Executive New

Mbf.

Avon, England

Manage a portfolio of existing clients, ensuring their needs are met and providing proactive support and guidance. Develop strong relationships with clients, understanding their goals and objectives. Identify opportunities for ups...

12 hours ago seen See more...

Senior Financial Planning Administrator

Mbf.

Mansfield, Nottinghamshire

£28,000 - £35,000 Annual

Provide comprehensive administrative support to one or two experienced/senior Financial Planners, including diary management, client correspondence, and document preparation. Act as the primary point of contact for the High Net Wo...

yesterday seen See more...

Client Service Manager - Financial Services

Mbf.

Gloucestershire, England

Position: Client Service Manager. Location: Gloucester - Hybrid working - requirement to travel to other offices when needed. Reporting to: Head of Client Services. Directly reporting to the Head of Client Services and collaborati...

2 days ago seen See more...

IFA Administrator

Mbf.

Wellington, Somerset

£25,000 - £30,000 Annual

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...

5 days ago seen See more...

Financial Planning Administrator

Mbf.

Liverpool, Merseyside

£24,000 - £30,000 Annual

Build & maintain strong relationships with the Financial Planners and their clients. Work closely with your Administration team, Para-Planning and other internal teams to facilitate efficient and quality administration resulting i...

5 days ago seen See more...

Senior IFA Administrator - Hybrid Working

Mbf.

Gloucester, Gloucestershire

28000.00 - 38000.00 GBP Annual

Provide comprehensive administrative support to one or two experienced/senior Financial Planners, including diary management, client correspondence, and document preparation. Act as the primary point of contact for the High Net Wo...

5 days ago seen See more...

Financial Planning Administrator

Mbf.

Uckfield, East Sussex

30000.00 - 35000.00 Annual

Proficiency in Intelliflo and MS Office is essential. Preferably some experience with Defaqto, MiCAP reports, Assureweb, Cashcalc, and Trello (training provided). Answering telephones (low volume). Managing incoming and outgoing p...

6 days ago seen See more...

Entry Level - Wealth Management Administrator

Mbf.

Essex, England

Prepare information for reports. Liaise with third parties including providers to obtain information. Maintain accurate client information on the internal back office system. Assist with onboarding new clients. Opening and handlin...

6 days ago seen See more...

Financial Services Administrator - Hybrid Working

Mbf.

Essex, England

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 P...

6 days ago seen See more...

Paraplanner - Home Based

Mbf.

Avon, England

We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning supp...

2 weeks ago seen See more...

Financial Advisor - UK & International - Remote

Mbf.

West Midlands, England

Flexible Dual Registration: Unlike many competitors, our client empowers advisors with dual registration capabilities, enabling you to provide financial guidance both in the UK and abroad. Say goodbye to geographical limitations a...

2 weeks ago seen See more...

Business Development Manager

Mbf.

Lancashire, England

Drive new Business Development initiatives within assigned target accounts in collaboration with the Regional Head. Effectively manage retention efforts and identify upselling opportunities within a designated list of key accounts...

2 weeks ago seen See more...

Paraplanner - Home Based

Mbf.

Hampshire, England

We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning supp...

2 weeks ago seen See more...

Paraplanner - Home Based

Mbf.

Berkshire, England

We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning supp...

2 weeks ago seen See more...

Paraplanner & Team Leader

Mbf.

Leicestershire, England

Manage and lead the onboarding team for both the Wealth & Stockbroking sides to the business, coordinating the onboarding of multiple client types into discretionary, advised, and executing-only services. Prepare suitability repor...

2 weeks ago seen See more...

Assistant Client Manager

Mbf.

South East

Collaborate with Client Managers to cultivate positive relationships between senior syndicate staff and Managing Agency. Serve as a central point of contact for issue resolution and inquiries. Act as the primary Client Manager for...

3 weeks ago seen See more...

Syndicate Client Manager

Mbf.

South East

The Syndicate Client Manager plays a pivotal role in nurturing the partnership between client and managed syndicates. Responsible for fostering strong relationships with key stakeholders across syndicates and Lloyds. This role en...

3 weeks ago seen See more...

Senior Compliance Analyst

Mbf.

South East

Respond to a variety of compliance-related queries from managed clients, including those relating to sanctions, complaints, and conduct risk. Provide reliable information, analysis, and guidance to the Compliance team and staff at...

3 weeks ago seen See more...

Paraplanner

Mbf.

South East

Prepare complex suitability reports across a wide range of advice types, financial products, and investment solutions. Carry out any necessary technical research. Ensure client records contain sufficient Know Your Client (KYC) inf...

3 weeks ago seen See more...

Transaction Reporting Associate - Investment Management

Mbf.

London, England

Support the daily Transaction reporting process. Assist with Transaction Reporting reconciliation. Set up new assets, and review and update as required. Review and maintenance of all Transaction Reporting and Asset Maintenance sta...

3 weeks ago seen See more...

Investment Associate

Mbf.

London, England

Shadow the Investment Manager to support the development and maintenance of client relationships, providing excellent client service, following business standards, adapting your approach for clients in vulnerable circumstances. As...

3 weeks ago seen See more...

IFA Administrator - Hybrid Working

Mbf.

Berkshire, England

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. Ens...

3 weeks ago seen See more...

Financial Planning Administrator

Mbf.

Merseyside, England

Build & maintain strong relationships with the Financial Planners and their clients. Work closely with your Administration team, Para-Planning and other internal teams to facilitate efficient and quality administration resulting i...

3 weeks ago seen See more...

Trainee Financial Planner

Mbf.

London, England

Collaborate with senior advisors to deliver tailored financial advice and solutions to HNW Private Clients. Support in client meetings, conducting financial analysis, and assisting with portfolio management. Work closely with inte...

3 weeks ago seen See more...

Administrator

Mbf.

Liverpool, Merseyside

20000.00 - 25000.00 GBP Annual

School leavers. Graduates. Individuals transitioning into their second job. Executing daily operational tasks to ensure compliance with regulations like anti-money laundering, FATCA, FCA, and CASS rules. Facilitating the onboardin...

4 weeks ago seen See more...

Trainee Investment Manager

Mbf.

Hampshire, England

Build strong relationships with clients by providing exceptional service and support. Conduct thorough research on various asset classes, investment products, and market trends to identify opportunities and risks. Assist in prepar...

4 weeks ago seen See more...

P&I Underwriter

Mbf.

London, England

Underwrite P&I risks within established guidelines and authority limits. Assess and evaluate risks, ensuring accuracy and adherence to company policies. Develop and maintain strong relationships with brokers and clients. Collabora...

4 weeks ago seen See more...

Financial Planning Administrator

Mbf.

West Yorkshire, England

Build & maintain strong relationships with the Financial Planners and their clients. Work closely with your Administration team, Para-Planning and other internal teams to facilitate efficient and quality administration resulting i...

4 weeks ago seen See more...

Independent Financial Adviser

Mbf.

Surrey, England

Managing and servicing an existing/substantial book of business, nurturing strong client relationships and ensuring their ongoing financial needs are met. Identifying new business opportunities and proactively seeking ways to driv...

a month ago seen See more...

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Senior Administrator, Financial Service, Paraplanner, Customer Service Advisor, Administrator, Financial Plan, Financial Adviser, Relationship Manager, Sale Associate, Private Client, Senior Paraplanner,

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