IFA Administrator
Coventry Based
Hybrid Working (after probation)
£27,000 - £30,000 DOE
8% Pension Contribution
BUPA Healthcare
Free Parking
Study Support
Progression & Development
This position is for an administrator at a reputable Wealth Management and Financial Planning firm that offers tailored financial planning and investment management services to its clients. This business has been providing tailored, top-tier wealth management services for nearly 60 years!
The role involves performing key responsibilities within the fast-paced Wealth Management Administration team and provides the opportunity to pursue professional qualifications and further career development.
Responsibilities
Providing comprehensive administrative support to Financial Planners
Serving as a key liaison between paraplanners and financial planners
• Managing and updating the diary system for a busy financial planner
• Communicating with clients, when necessary, to maintain a high level of service
• Updating client information in the back-office system
• Taking responsibility for preparing client review packs and related documentation, and handling post-meeting tasks
• Managing Letters of Authority and coordinating with various providers to ensure the timely processing of new business.
• Drafting Suitability Letters following client meetings
• Processing new business across various platforms, including the in-house DFM, such as fund switches, pension transfers, and ISA contributions, among others
If you're an experienced IFA Administrator looking for an exciting opportunity to advance your career, apply now