IFA Administrator

IFA Administrator
Coventry Based
Hybrid Working (after probation)
£25,000 - £30,000
8% Pension Contribution
BUPA Healthcare
Free Parking
Study Support
Progression & Development
 
This position is for an IFA 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!
The role involves carrying out a variety of key tasks within the fast-paced Wealth Management Administration team.
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!