IFA Administrator
Coventry Based
Hybrid Working (after probation)
GBP25,000 - GBP30,000
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! #J-18808-Ljbffr