IFA Administrator

IDEX Consulting Ltd; Coventry; On-site; GBP 26,000 - 34,000; Full time

Job summary

IDEX Consulting Ltd in Coventry partners with a respected independent financial planning firm to recruit an IFA Support Administrator / Wealth Planning Assistant. This role offers exposure across the full advice process and close work with experienced advisers to build technical knowledge.

Based in an office environment, you will prepare meeting packs, handle client liaison, process new business, and ensure FCA documentation is compliant.

Qualifications

• Experience in an IFA, wealth management or financial planning environment.
• Experience with business processing and interacting with providers.
• Excellent attention to detail and communication skills.
• DipPFS Level 4 or working towards it is advantageous.

Responsibilities

• Support advisers throughout the client journey.
• Prepare meeting packs and assist with client reviews.
• Liaise with clients, providers and third parties.
• Process new business and manage applications to completion.
• Support suitability reports and financial planning documentation.
• Maintain accurate records and FCA compliance.

Skills

Communication

Attention to detail

Client liaison

Financial services experience

Education

DipPFS (Level 4) or working towards

Job description

I’m working with a highly regarded independent financial planning firm based in Coventry that is looking to appoint an experienced IFA Support Administrator / Wealth Planning Assistant to join its growing team.

This is a fantastic opportunity for someone who wants more than a traditional administration role and is looking to develop their career within financial planning. You’ll have the opportunity to work closely with experienced advisers, gain exposure across the full advice process and continue building your technical knowledge.

The role supports a dedicated client bank and offers a varied mix of adviser support, client liaison, business processing and technical administration.

The role will include:

• Supporting advisers throughout the client journey
• Preparing meeting packs and assisting with client reviews
• Liaising with clients, providers and third parties
• Processing new business and managing applications through to completion
• Supporting suitability reports and financial planning documentation
• Maintaining accurate records and ensuring FCA requirements are met

The ideal candidate will have:

• Previous experience within an IFA, wealth management or financial planning environment
• Experience with business processing and provider interaction
• Excellent attention to detail and communication skills
• Level 4 Diploma in Financial Planning (DipPFS) or working towards this would be advantageous
• A genuine interest in developing within financial services

The firm offers a supportive and collaborative working environment, with genuine opportunities for progression for someone who wants to build a long-term career within wealth management and financial planning.

This is an office-based opportunity and would suit candidates across Coventry, Warwickshire, Solihull, Birmingham and surrounding areas.

For more information or a confidential conversation, please get in touch.