IFA Administrator
Area Coventry
Salary Up to £35,000
Hybrid working
Are you an experienced IFA Services Administrator looking to develop your career within a reputable and supportive Wealth Management firm?
An excellent opportunity has become available with a highly successful boutique firm of Independent Financial Planners who are based in the Coventry area. To be considered you will need to offer industry related experience. The role will involve delivering a seamless client experience by providing high-quality administrative support to the Financial Planners, ensuring accuracy, efficiency, and first‑class service always.
Our client is seeking an organised and proactive IFA Administrator to join their growing boutique financial planning firm. The successful candidate will provide comprehensive administrative and client support to advisers, ensuring a high standard of service throughout the financial planning process.
Key Responsibilities
* Provide professional support and communication to clients via phone, email and written correspondence.
* Liaise with clients and providers to gather information and manage queries.
* Assist with product and fund research.
* Produce and maintain cashflow models and client review documentation.
* Support advisers with suitability reports and recommendation documentation.
* Process new business applications through to completion, including chasing outstanding requirements.
* Conduct file checking to ensure compliance and completeness.
* Manage ongoing client servicing activities, including income drawdown and withdrawals.
* Arrange and prepare for ongoing client reviews and prepare review suitability letters.
* Attend client meetings with advisers where required.
* Maintain CPD in line with regulatory and company requirements.
Skills & Experience
* Previous experience within an IFA or Wealth Management administration role.
* Strong organisational skills and attention to detail.
* Knowledge of pensions, investments and drawdown servicing.
* Excellent communication and client service skills.
* Ability to manage workload effectively within a small team environment.
* Excellent attention to detail, strong organisation skills, and ability to deliver outstanding client service.
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