IFA Administrator

2 Days Old

IFA Administrator Location: Meriden Salary: up to £30,000 Benefits: 8% pension contribution, BUPA private healthcare, free parking The Opportunity We are seeking an organised and proactive Wealth Administrator to join our well-established Wealth Management and Financial Planning company. You will provide essential administrative support to Financial Planners and play a key role in delivering a high standard of service to clients. This is a great opportunity to develop your career and pursue professional qualifications if desired. Key Responsibilities Provide comprehensive administrative support to Financial Planners Act as a liaison between paraplanners and planners to ensure smooth workflow Manage diary systems for busy Financial Planners Liaise with clients professionally to deliver exceptional service Update client details on back-office systems accurately Prepare client review packs and post-meeting documentation Handle Letters of Authority and liaise with providers to ensure timely processing of new business Draft Suitability Letters fo...
Location:
Coventry
Salary:
£30,000
Job Type:
FullTime
Category:
Admin, Office, Secretarial & PA

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