IFA Administrator Coventry BasedHybrid Working (after probation)£27,000 - £30,000 DOE8% Pension ContributionBUPA HealthcareFree ParkingStudy SupportProgression & DevelopmentThis 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 yearsThe 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