IFA Administrator
Location: Meriden
Salary: up to £30,000
Benefits: 8% pension contribution, BUPA private healthcare, free parking
The Opportunity
We are seeking an organised and proactive Wealth Administrator to join our well-established Wealth Management and Financial Planning company. You will provide essential administrative support to Financial Planners and play a key role in delivering a high standard of service to clients. This is a great opportunity to develop your career and pursue professional qualifications if desired.
Key Responsibilities
1. Provide comprehensive administrative support to Financial Planners
2. Act as a liaison between paraplanners and planners to ensure smooth workflow
3. Manage diary systems for busy Financial Planners
4. Liaise with clients professionally to deliver exceptional service
5. Update client details on back-office systems accurately
6. Prepare client review packs and post-meeting documentation
7. Handle Letters of Authority and liaise with providers to ensure timely processing of new business
8. Draft Suitability Letters fo...