- Offering support to the administration team as needed
- Answering phone calls, greeting clients visiting the office for meetings, and handling incoming and outgoing mail
- Maintaining and updating the diary system for financial planners
- Communicating with clients as necessary to ensure exceptional service
- Updating client information on the back-office system
- Preparing client review packs and documentation, and managing post-meeting follow-up actions
- Handling Letters of Authority and coordinating with various providers to ensure timely processing of new business
- Drafting Suitability Letters after client meetings
Back to searchJunior IFA Administrator
INTEGRO PARTNERS LTD
Posted 10 hours ago, valid for 25 days
Coventry, West Midlands CV6 3BF, England
Full Time
In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.
Sonic Summary
- The Junior IFA Administrator position is located in Coventry and offers hybrid working after a probation period.
- The salary for this role ranges from £25,000 to £27,000, with additional benefits including an 8% pension contribution and BUPA healthcare.
- Candidates are expected to have at least 1 year of experience in a relevant administrative role.
- Key responsibilities include supporting the administration team, managing client communications, and updating client information.
- This role provides an excellent opportunity for career progression and development within the Wealth Management and Financial Planning sector.
