IFA Administrator - Nuneaton

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Job Ref: 0016

Salary £25,000 - £30,000

Hybrid working 

An established financial planning and wealth management firm has an opportunity for an IFA Administrator to join their back office support team at their offices near Nuneaton.

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Due to the ongoing growth of the practice this role will support a team of Financial Advisers who specialise in advising clients on a range of services including retirement and investment planning.

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The role;

Providing support and administrative duties for Financial Advisers / Planners 

Supporting new and existing business including investments and pensions 

Obtaining quotes & valuations

Preparing documentation for client meetings 

Submitting business

Responding to client enquiries

Liaising with providers and third party stakeholders

Updating back office systems 

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Candidate requirements;

The ideal candidate will have skills gained providing admin support to IFA’s or Financial Advisers 

Be able to work towards deadlines and prioritise workloads

Be professional, organised and offer good communications skills both written & verbal

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This is an excellent opportunity to join a well-regarded firm offering a warm and friendly culture where support is available for further development and progression.