IFA Administrator
Location: Meriden
Salary: up to £30,000
Benefits: 8% pension contribution, BUPA private healthcare, free parking
The Opportunity
We are seeking an organised and proactive Wealth Administrator to join our well-established Wealth Management and Financial Planning company. You will provide essential administrative support to Financial Planners and play a key role in delivering a high standard of service to clients. This is a great opportunity to develop your career and pursue professional qualifications if desired.
Key Responsibilities
- Provide comprehensive administrative support to Financial Planners
- Act as a liaison between paraplanners and planners to ensure smooth workflow
- Manage diary systems for busy Financial Planners
- Liaise with clients professionally to deliver exceptional service
- Update client details on back-office systems accurately
- Prepare client review packs and post-meeting documentation
- Handle Letters of Authority and liaise with providers to ensure timely processing of new business
- Draft Suitability Letters following client meetings
- Process new business on multiple platforms, including fund switches, pension transfers, ISA contributions, and in-house DFM
Key Skills & Experience
- Minimum 3 years’ experience within a Financial Planning or Wealth Management environment
- Confident user of Microsoft Office
- Knowledge of investments, pensions, and protection products
- Highly organised with the ability to multi-task
- Excellent written and verbal communication skills
- Attention to detail and proactive problem-solving
- Team player with the ability to work independently when needed
- Flexible and adaptable approach to work
Training & Development
- Support for professional qualifications if desired
- On-the-job training provided for product or provider knowledge gaps
Qualifications
- GCSE English and Maths (Grade C / 4 or above)
- Level 3 or higher in Financial Planning qualifications is advantageous but not essential
Benefits
- Competitive salary, negotiable based on experience
- 8% employer pension contribution
- BUPA private healthcare
- Free on-site parking
- Initial probationary period of 6 months
This is a fantastic opportunity for a skilled administrator looking to grow their career in a supportive and client-focused Wealth Management environment.
Apply today via NJR Recruitment or call quoting the reference NJR16776
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.
#ADM
Job Types: Full-time, Permanent
Pay: £28,000.00-£30,000.00 per year
Application question(s):
- Are you an experienced Financial Planning Administrator ?
Work Location: In person
