IFA Administrator

Job Title: IFA AdministratorIndustry: Wealth ManagementLocation: CoventrySalary: up to £35,000 (salaries negotiable dependent on experience and skill-set)Job reference: 10309Job Description:Are you an organised and proactive individual with experience in financial services administration?Recruit UK are seeking an IFA Administrator to join a well-established wealth management firm in Coventry.In this role, you will provide comprehensive administrative support to Financial Advisers, ensuring the smooth delivery of client services. Your responsibilities will include client communication, liaising with providers, assisting with product and fund research, and supporting the preparation of suitability reports and cash flow models.You will play a key role in managing new business processing from submission through to completion, maintaining accurate client records, and supporting ongoing client servicing, including income withdrawals and review processes. You will also attend client meetings alongside advisers and assist with preparing ongoing review documentation.This is a varied position that also involves general office duties such as post handling, scanning, and assisting with IT support coordination. It''s an excellent opportunity to develop your skills in a supportive environment, with mentorship from experienced team members.Benefits:23 days holiday (plus bank holidays)Salary up to £35,000 (dependent on skill set, qualifications and experience)Central Coventry office ..... full job details .....