Job description
A well-established and growing financial planning firm in Coventry is looking to appoint an experienced IFA Administrator to join its supportive and professional team.
This is an excellent opportunity for someone with experience within financial services administration who is looking to join a business that values development, teamwork and client service.
The Role
You will provide full administrative support to Financial Advisers and Paraplanners, helping to ensure clients receive an efficient and high-quality service throughout the advice process. Responsibilities will include:
- Preparing documentation for client meetings
- Processing new business applications across pensions, investments and protection
- Managing client records and maintaining accurate information on internal systems
- Liaising with providers, platforms and clients on a daily basis
- Obtaining policy information and fund valuations
- Supporting Advisers with annual reviews and ongoing servicing
- Handling incoming queries and ensuring all work is completed compliantly and efficiently
About You
The successful candidate will ideally have:
- Previous experience within an IFA, wealth management or financial planning environment
- Strong organisational and administrative skills
- Excellent communication skills, both written and verbal
- Experience dealing with pensions and investment products
- The ability to manage workloads effectively in a fast-paced environment
- Knowledge of platforms and back-office systems would be advantageous
What's on Offer
- Competitive salary and benefits package
- Supportive and friendly working environment
- Opportunity to develop within a growing financial planning business
- Hybrid working options available
- Long-term progression opportunities within the business
If you are an experienced IFA Administrator looking for your next opportunity in Coventry, I'd be happy to discuss the role in more detail.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
