Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title:IFA AdministratorLocation:CoventrySalary:£30,000 £35,000 (DOE)Why Join Us?This is a fantastic opportunity to join a well-established financial planning firm with a strong client base and supportive team environment. You will be working closely with experienced advisers and supporting a busy, evolving client bank with a strong focus on pensions, retirement income, and ongoing client servicing.Benefits:23 days holiday plus bank holidaysOffice closure over Christmas periodBasic auto-enrolment pension schemeFriendly, supportive working environmentHybrid working available after probation periodAbout the Company:Our client is a respected independent financial advice firm based in Coventry. The business has a long-standing reputation for delivering high-quality financial planning advice to a loyal client bank. With a strong emphasis on pensions, retirement planning, and ongoing client relationships, the firm offers a stable and professional environment where client service is at the heart of everything they do.Key Responsibilities:Client contact, assistance and communicationLiaising with clients and providers to gather informationAssisting with product and fund researchProducing cash flow modelsAttending client file meetings with advisersSupporting advisers with suitability reports (advice intended and given)New business processing through to completion, including chasing providersFile checking and ensuring completeness and compliance standardsClient servicing (e.g. change of address, income withdrawals, drawdown servicing)Managing ongoing client reviews and review cyclesPreparing ongoing review suitability lettersContacting clients as required for servicing and updatesHandling incoming and outgoing post, including post office runs where neededGeneral office duties including scanning, filing, and answering callsOffice housekeeping and administrative supportWhat Were Looking For:Previous experience as an IFA Administrator or in a similar financial services support roleStrong understanding of pensions and retirement income products (essential)Excellent communication and client service skillsExperience working with advisers and financial planning processesStrong attention to detail and organisational skillsAbility to manage multiple tasks and work in a busy environmentConfident handling client communication and provider liaisonDesirable Skills:Experience with Intelliflo or similar CRM systemsKnowledge of cashflow modelling toolsExperience supporting paraplanners or advisers with suitability reportsUnderstanding of drawdown and pension withdrawal processesHow to Apply:Interested? Submit your CV today!If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. Well also take the time to understand your career goals and highlight other roles that may be a great fitJBRP1_UKTJ