Job Description
IFA Administrator \n Coventry Based\n Hybrid Working (after probation)\n £25,000 - £30,000\n 8% Pension Contribution\n BUPA Healthcare\n Free Parking\n Study Support\n Progression & Development\n \n 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!\n The role involves carrying out a variety of key tasks within the fast-paced Wealth Management Administration team.\n Responsibilities\n \nOffering support to the administration team as needed \nAnswering phone calls, greeting clients visiting the office for meetings, and handling incoming and outgoing mail \nMaintaining and updating the diary system for financial planners \nCommunicating with clients as necessary to ensure exceptional service \nUpdating client information on the back-office system \nPreparing client review packs and documentation, and managing post-meeting follow-up actions \nHandling Letters of Authority and coordinating with various providers to ensure timely processing of new business \nDrafting Suitability Letters after client meetings \n This is a fantastic opportunity for a driven and motivated individual who is looking to move into the Financial Planning sector