Junior IFA Administrator

Integro Partners; Manchester; Hybrid; GBP 25,000 - 27,000; Full time

Job summary

An established industry player in wealth management is seeking a Junior IFA Administrator. This role offers a fantastic opportunity for a driven individual eager to enter the Financial Planning sector. You will provide essential support to the administration team, manage client communications, and ensure the smooth operation of diary systems. With a focus on exceptional service, you will be involved in preparing client documentation and follow-up actions. The firm promotes a hybrid working model after probation, along with a range of attractive perks including study support and a pension contribution. Join a company that values progression and development in your career!

Benefits

8% Pension Contribution

BUPA Healthcare

Free Parking

Study Support

Progression & Development

Qualifications

• Strong communication skills to interact with clients and team members.
• Experience in administrative roles is a plus.

Responsibilities

• Support the administration team and manage client communications.
• Maintain diary systems and prepare client documentation.

Skills

Client Communication

Administrative Support

Diary Management

Attention to Detail

Education

High School Diploma

Relevant Financial Qualifications

Tools

Back-office System

Job description

Junior IFA Administrator

Coventry Based
Hybrid Working (after probation)
GBP25,000 - GBP27,000
8% Pension Contribution
BUPA Healthcare
Free Parking
Study Support
Progression & Development

This position is for a junior 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!

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!