COVENTRY
Are you a motivated and detail-oriented individual with a passion for the financial services industry? We are currently seeking a skilled IFA Administrator to join a fantastic wealth management firm in Coventry. This is a fantastic opportunity for someone in financial administration who is eager to develop their career, with longer-term progression opportunities available at the practice.
Role Responsibilities:
- Liaise with providers and clients to ensure seamless communication and coordination.
- Writing of suitability letters and submission of new business
- Book meetings with clients and assist in preparing client meeting packs.
- Handle no change letters and other relevant administrative tasks.
- Fully own the client review process, becoming an integral part of the team.
- Obtaining all relevant information to support the paraplanner for research
Benefits
- 4xDIS
- Healthcare discount
- Critical illness cover
- 22 days holiday + bank holidays
- Friday early finish
- onsite parking
Don’t miss this chance to make a significant impact and grow your career as an IFA Administrator!
What’s next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: IFA Administrator, Client Services, Client Support, Financial Administrator, Business Support, Financial Planning Administrator, IFA Admin, client delivery, advisor support, adviser support, financial planning, wealth management