- Providing comprehensive administrative support to Financial Planners
- Serving as a key liaison between paraplanners and financial planners• Managing and updating the diary system for a busy financial planner• Communicating with clients, when necessary, to maintain a high level of service• Updating client information in the back-office system• Taking responsibility for preparing client review packs and related documentation, and handling post-meeting tasks• Managing Letters of Authority and coordinating with various providers to ensure the timely processing of new business.• Drafting Suitability Letters following client meetings• Processing new business across various platforms, including the in-house DFM, such as fund switches, pension transfers, and ISA contributions, among others
Back to searchIFA Administrator
INTEGRO PARTNERS LTD
Posted 8 hours ago, valid for 25 days
Coventry, West Midlands CV6 3BF, England
Full Time
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Sonic Summary
- The IFA Administrator position is based in Coventry and offers hybrid working after a probation period.
- The salary ranges from £27,000 to £30,000 depending on experience, with additional benefits including an 8% pension contribution and BUPA healthcare.
- Candidates should have at least 8 years of experience in a similar role within Wealth Management Administration.
- The role involves providing administrative support to Financial Planners, managing client communications, and preparing documentation.
- This opportunity allows for professional qualification pursuit and career development in a reputable firm with nearly 60 years of experience.
