Junior IFA Administrator - INTEGRO PARTNERS LTD : Job Details

Junior IFA Administrator Coventry BasedHybrid Working (after probation)£25,000 - £27,0008% Pension ContributionBUPA HealthcareFree ParkingStudy SupportProgression & 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!