IFA Administrator

Heat Recruitment; Coventry; Hybrid; GBP 26,000 - 33,000; Full time

Job summary

A recruitment agency in Coventry is looking for a Financial Planning Administrator to process investments and support financial advisors. The role offers hybrid work, 25 days holiday, and an 8% employer pension contribution. Ideal candidates should possess strong administrative support skills and be responsive to client inquiries. Apply today to seize this opportunity!

Benefits

25 days holiday + 8 bank holidays

8% employer contribution pension

Flexible work options

Free on-site parking

Exam/study support

Qualifications

• Experience in processing investments and pensions.
• Ability to provide comprehensive administrative support.
• Strong communication skills to respond to client inquiries.

Responsibilities

• Processing new business investments and pensions.
• Providing administrative support to financial advisors.
• Responding to client inquiries and documenting transactions.

Skills

Client servicing

Financial administration

Investment processing

Documentation preparation

Job description

Location: COVENTRY

Salary £26000 - £33000 | Type Permanent | Workplace Hybrid | Ref 88152

Recruiter Managing This Role

IFA Administrator Meriden, Coventry

Salary : £26,000 £33,000

Duration : Full time, Permanent, Flexible, Hybrid, Part time

Financial Planning Administrator Key Responsibilities

• Processing new business: investments, pensions

Liaising with third party providers

Administrative Support: Provide comprehensive administrative support to the financial advisors

Client Servicing

• Respond to client inquiries, address general service requests, and provide information on account balances, transactions, and administrative procedures.
• Document Preparation: Prepare and review necessary paperwork, including investment applications, client agreements, transfer forms, annual review packs
• Process Transactions: Facilitate client transactions, such as trade execution, account transfers, withdrawals, and contributions, ensuring accuracy and timely processing.

Whats on offer for the Financial Planning Administrator?

• Hybrid and flexible work
• 25 days holiday + 8 bank holidays
• 8% Employer contribution pension

Life Assurance

• Auto-enrolment pension
• exam / study support
• Free on-site parking.

Whats next?

Apply today to be considered for this Financial Planning Administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms

• Client Services Administrator
• Sales Support
• Client Support Administrator
• Business Support
• Client Delivery
• IFA Admin
• Financial Services Administrator
• Financial Administrator
• Wealth Administrator
• Financial Planning Administrator