img
Permanent

IFA Administrator

Coventry
money-bag 28000.00-28000.00 Annual
3121707436
Posted 2 days ago

Job Title: IFA AdministratorIndustry: Wealth ManagementLocation: CoventrySalary: up to £35,000 (salaries negotiable dependent on experience and skill-set)Job reference: 10309Job Description:Are you an organised and proactive individual with experience in financial services administration?Recruit UK are seeking an IFA Administrator to join a well-established wealth management firm in Coventry.In this role, you will provide comprehensive administrative support to Financial Advisers, ensuring the smooth delivery of client services. Your responsibilities will include client communication, liaising with providers, assisting with product and fund research, and supporting the preparation of suitability reports and cash flow models.You will play a key role in managing new business processing from submission through to completion, maintaining accurate client records, and supporting ongoing client servicing, including income withdrawals and review processes. You will also attend client meetings alongside advisers and assist with preparing ongoing review documentation.This is a varied position that also involves general office duties such as post handling, scanning, and assisting with IT support coordination. It''s an excellent opportunity to develop your skills in a supportive environment, with mentorship from experienced team members.Benefits:23 days holiday (plus bank holidays)Salary up to £35,000 (dependent on skill set, qualifications and experience)Central Coventry office ..... full job details .....

Other jobs of interest...

Recruit UK
Warwickshire
money-bag26000.00-26000.00 Annual
Recruit UK
Warwick3 days ago
money-bag25000.00-25000.00 Annual
NJR Recruitment
Coventry3 days ago
money-bag30000.00-30000.00 Annual
Recruit UK
Leicester3 days ago
money-bag28500.00-28500.00 Annual
Haydn Fine Recruitment
Coventry3 days ago
money-bag31000.00-31000.00 Annual
Haydn Fine Recruitment
Birmingham3 days ago
money-bag34000.00-34000.00 Annual
Premier Jobs UK Limited
Leicester3 days ago
money-bag40000.00-40000.00 Annual
North Oak Recruitment
Lutterworth5 days ago
money-bag£40,000
Premier Jobs UK
Leamington Spa5 days ago
money-bag28000.00-28000.00 Annual
Premier Jobs UK
Royal Leamington Spa6 days ago
money-bag£28000 - £32000/annum Plus company benefits

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!