IFA Administrator

IFA Administrator - Coventry, West Midlands

Ref: 124Thursday 22 July 2021

20,000 - 25,000

A successful Wealth Management company based in Coventry are seeking an experienced Administrator to support Financial Advisers' who provide a personal, independent and bespoke wealth management service to high net worth clients. 

Administrative tasks range from preparing meeting packs to processing applications, as well as managing Adviser diaries, and appointment making.  Financial services experience is desirable.

Social work environment with excellent benefits package and full study support for professional qualifications.

 

Duties to include:

Diary management to include booking and preparing for meetings

Liaising with clients

Client servicing

Management of back office systems

Dealing with incoming / outgoing post

Flexibility to meet other duties as required

 

To be considered:

Ability to use the Microsoft Office suite is essential.

Experience with Voyant, Cashflow or Intelligent Office beneficial.

Professional communication manner, both written and verbally.

Any Financial Services qualifications are desirable.