IFA Administrator

Eden Rose

Coventry

Hybrid

GBP 28,000 - 32,000

Full time

9 days ago

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Benefits offered by this job

Hybrid work

25 days + 8 bank holidays

8% employer pension

Life Assurance

Auto-enrolment pension

Study support

Free on-site parking

Job summary

Eden Rose in Coventry (Meriden) is seeking an IFA Administrator to join a busy financial planning team. The role supports financial advisors with administrative tasks, investment and pension processing, client servicing, and document preparation.

Hybrid and flexible working is offered, with a salary up to £32,000 per year and opportunities to study for exams. The position includes pension contributions, life assurance, and free on-site parking.

Qualifications

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 service requests, and provide information on balances and transactions.

Responsibilities

Processing new business: investments and pensions.
Liaising with third party providers to ensure proper documentation.
Provide comprehensive administrative support to financial advisors.
Respond to client inquiries and service requests regarding accounts.

Skills

Client Services

Administration

Financial Services

Job description

IFA Administrator - Meriden, Coventry

Salary: £28,000 - £32,000

Salary: £28,000 - £32,000 Per Annum

Job Ref: 91018

Location: Meriden, Coventry

Location: COVENTRY, West Midlands

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

We are working with a well renowned financial planning firm who are looking for a new Financial Planning Administrator to join their busy Meriden office and assist in providing a highly personalised financial planning and investment management service. The role can offer a competitive salary, flexible and home working as well as opportunity to take exams and continue in your career development.

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.

What's on offer