Job Description
This IFA Administrator job near Coventry is ideal for an individual with experience as an Administrator within financial planning firms.
Our client is a values-based financial planning firm is motivated by achieving great client outcomes, rather than driven by sales.
You will be providing full administrative support to Financial Advisors, including:
- Acting a main liaison between the Paraplanners and Financial Advisors
- Updating and managing the diary system for a busy Financial Advisor
- Liaising with clients
- Preparing client review packs and documentation
- Acting on post-meeting tasks
- Dealing with letters of authority and liaising with providers to ensure new business is processed
- Writing suitability letters
- Processing new business on different platforms, including their own in-house DFM
If you would like to undertake study towards professional qualifications, our client would happily support this.
IFA Administrator Requirements
- You must have experience within financial planning (ideally, 5+ years')
- You must have good knowledge of investments, pensions and protection products
The Company
This long established multi-disciplined wealth management and investment management firm are continually looking to evolve and improve their service to clients. They are well respected within their business community.
IFA Administrator Benefits
- Salary of £26,000 - £30,000 depending on experience
- Pension contribution of 8%, plus BUPA private healthcare
- Full-time or part-time roles available
- Office based role initially, with some flexible working thereafter
- Free car parking
Culture
This firm believe in a client focused culture, empowering their team to do what is right by the client. They encourage team collaboration and would welcome your input and ideas.
Location
Near Coventry
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