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