Position details
IFA ADMINISTRATOR
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Coventry
£25000 - £35000 21/05/2025
NJR15775
£25000 - £35000 21/05/2025
NJR15775
DESCRIPTION
IFA Administrator/ Trainee Paraplanner
Coventry
£25,000-£35,000
Hybrid working
Our client are offering an excellent opportunity for an experienced Financial Planning Administrator to join their thriving Business who are based in the Coventry area. Our client specialise in providing holistic advice to their forever growing Client base which has come as a result of organic growth.
When you become part of their team, your commitment will be rewarded with a clear career path, a market leading salary, benefits package and an environment which encourages team work and thought sharing.
This role would suit someone who is seeking career development within the industry and to work for a Company who prides on internal development.
You will be responsible for providing Administrative support to a Team of 3 Financial Planner to ensure the Client journey remains seamless.
Responsibilities
Provide high quality support to 3 Financial Planners
Process new business
Assist Consultants in the production and issuing of client advice, including liaison with product providers and undertaking product research for the Consultant
Prepare and issue client reviews including obtaining product specific information e.g. switch fees and funds available and charges
Work with FE analytics
Co-ordinate the issuing of client advice, client correspondence and enclosures
Process new business process through to conclusion
Work with Platform sites
Requirements
Previous Financial Services industry experience
A proven track record in providing high quality administration support
Working towards CII level 4 qualification would be desirable
Excellent communication skills both verbal and written
Ability to effectively manage your own time and achieve strict timescales
Excellent attention to detail
High levels of computer literacy
Strong team player
Our client is looking for a Self-motivated, Driven, passionate individual, who can come in a hit the ground running, whilst delivering a high degree of professionalism.
For more information please contact one of specialist consultants quoting REF:15775
Coventry
£25,000-£35,000
Hybrid working
Our client are offering an excellent opportunity for an experienced Financial Planning Administrator to join their thriving Business who are based in the Coventry area. Our client specialise in providing holistic advice to their forever growing Client base which has come as a result of organic growth.
When you become part of their team, your commitment will be rewarded with a clear career path, a market leading salary, benefits package and an environment which encourages team work and thought sharing.
This role would suit someone who is seeking career development within the industry and to work for a Company who prides on internal development.
You will be responsible for providing Administrative support to a Team of 3 Financial Planner to ensure the Client journey remains seamless.
Responsibilities
Provide high quality support to 3 Financial Planners
Process new business
Assist Consultants in the production and issuing of client advice, including liaison with product providers and undertaking product research for the Consultant
Prepare and issue client reviews including obtaining product specific information e.g. switch fees and funds available and charges
Work with FE analytics
Co-ordinate the issuing of client advice, client correspondence and enclosures
Process new business process through to conclusion
Work with Platform sites
Requirements
Previous Financial Services industry experience
A proven track record in providing high quality administration support
Working towards CII level 4 qualification would be desirable
Excellent communication skills both verbal and written
Ability to effectively manage your own time and achieve strict timescales
Excellent attention to detail
High levels of computer literacy
Strong team player
Our client is looking for a Self-motivated, Driven, passionate individual, who can come in a hit the ground running, whilst delivering a high degree of professionalism.
For more information please contact one of specialist consultants quoting REF:15775
Apply Now
