Location

Manchester
North West England
United Kingdom

Date Published:

2025-03-27

Online to:

2025-05-26
Pound 20.00 HOUR

Junior IFA Administrator

Junior IFA Administrator
Coventry Based
Hybrid Working (after probation)
GBP25,000 - GBP27,000
8% Pension Contribution
BUPA Healthcare
Free Parking
Study Support
Progression & Development

This position is for a junior administrator at a reputable Wealth Management and Financial Planning firm that offers personalized financial planning and investment management services to clients. This business has been providing tailored, top-tier wealth management services for nearly 60 years!
The role involves carrying out a variety of key tasks within the fast-paced Wealth Management Administration team.
Responsibilities

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

This is a fantastic opportunity for a driven and motivated individual who is looking to move into the Financial Planning sector!

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