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IFA Administrator/ Trainee Paraplanner
Coventry
£25,000-£35,000
Hybrid working
Our client is offering an excellent opportunity for an experienced Financial Planning Administrator to join their thriving business. Based in the Coventry area, our client specialise in providing holistic advice to their forever growing Client base. Commitment will be rewarded with a clear career path, a market leading salary, benefits package and an environment which encourages teamwork and thought sharing.
The successful Candidate will be responsible for providing administrative support to a team of 3 Financial Planners ensuring the Client journey is seamless.
Responsibilities
- Provide high quality support to 3 Financial Planners
- Process new business
- Assist Consultants in the production and issuing of client advice, including liaison with product providers and undertaking product research for the Consultant
- Prepare and issue client reviews including obtaining product specific information e.g. switch fees and funds available and charges
- Work with FE analytics
- Co-ordinate the issuing of client advice, client correspondence and enclosures
- Process new business process through to conclusion
- Work with Platform sites
Requirements
- Previous Financial Services industry experience
- A proven track record in providing high quality administration support
- Working towards CII level 4 qualification would be desirable
- Excellent communication skills both verbal and written
- Ability to effectively manage your own time and achieve strict timescales
- Excellent attention to detail
- High levels of computer literacy
- Strong team player
Our client is looking for a self-motivated, driven, passionate individual, who can come in a hit the ground running, whilst delivering a high degree of professionalism.
For more information please contact one of specialist consultants quoting NJR15775
