IFA Administrator

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

Call us now on 0208 0044 154 or click Apply

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