IFA Administrator

(function(w,d,s,l,i){w[l]=w[l]|[];w[l].push({'gtm.start':new Date().getTime(),event:'gtm.js'});var f; Coventry; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

A reputable Wealth Management firm in Coventry is looking for an IFA Administrator. This role involves various administrative tasks in a fast-paced environment, supporting financial planners and ensuring exceptional client service. With hybrid work options post-probation and a comprehensive benefits package, this is a great opportunity for those looking to advance in the Financial Planning sector.

Benefits

8% Pension Contribution

BUPA Healthcare

Free Parking

Study Support

Progression & Development

Qualifications

• Motivated individual seeking a career in Financial Planning.
• Experience in administration preferred but not essential.

Responsibilities

• Supporting the administration team and greeting clients.
• Maintaining the diary system for financial planners.
• Communicating with clients to provide exceptional service.

Skills

Client Communication

Organizational Skills

Attention to Detail

Job description

IFA Administrator
Coventry Based
Hybrid Working (after probation)
GBP25,000 - GBP30,000
8% Pension Contribution
BUPA Healthcare
Free Parking
Study Support
Progression & Development

This position is for an IFA administrator at a reputable Wealth Management and Financial Planning firm that offers personalized financial planning and investment management services to clients. This business has been providing tailored, top-tier wealth management services for nearly 60 years!
The role involves carrying out a variety of key tasks within the fast-paced Wealth Management Administration team.
Responsibilities

• Offering support to the administration team as needed
• Answering phone calls, greeting clients visiting the office for meetings, and handling incoming and outgoing mail
• Maintaining and updating the diary system for financial planners
• Communicating with clients as necessary to ensure exceptional service
• Updating client information on the back-office system
• Preparing client review packs and documentation, and managing post-meeting follow-up actions
• Handling Letters of Authority and coordinating with various providers to ensure timely processing of new business
• Drafting Suitability Letters after client meetings

This is a fantastic opportunity for a driven and motivated individual who is looking to move into the Financial Planning sector!