IFA Administrator

Location:

COVENTRY

Salary £26000 - £33000 | Type Permanent | Workplace Hybrid |

Recruiter Managing This Role

IFA Administrator Meriden, Coventry

Salary : £26,000 £ 33,000

Duration :
Full time, Permanent, Flexible, Hybrid, Part time

• Processing new business: investments, pensions

Administrative Support:
Provide comprehensive administrative support to the financial advisors

• Respond to client inquiries, address general service requests, and provide information on account balances, transactions, and administrative procedures.
• Document Preparation:
  Prepare and review necessary paperwork, including investment applications, client agreements, transfer forms, annual review packs
• Process Transactions:
  Facilitate client transactions, such as trade execution, account transfers, withdrawals, and contributions, ensuring accuracy and timely processing.

• Hybrid and flexible work
• 25 days holiday + 8 bank holidays
• 8% Employer contribution pension

• Auto-enrolment pension
• exam / study support
• Free on-site parking.

Apply today to be considered for this Financial Planning Administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

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