Junior IFA Administrator

Posted:	08/04/25
Recruiter:	Integro Partners
Reference:	2928498939
Type:	Permanent
Salary:	£25,000 - £27,000 Annual £25K - £30K
Location:	City, Manchester
Description:	Junior IFA Administrator Coventry Based Hybrid Working (after probation) £25,000 - £27,000 8% Pension Contribution BUPA Healthcare Free Parking Study Support Progression & Development This position is for a junior administrator at a reputable Wealth Management and Financial Planning firm that offers personalized financial planning and investment management services to clients. This business has been providing tailored, top-tier wealth management services for nearly 60 years! The role involves carrying out a variety of key tasks within the fast-paced Wealth Management Administration team. Responsibilities Offering support to the administration team as needed Answering phone calls, greeting clients visiting the office for meetings, and handling incoming and outgoing mail Maintaining and updating the diary system for financial planners Communicating with clients as necessary to ensure exceptional service Updating client information on the back-office system Preparing client review packs and documentation, and managing post-meeting follow-up actions Handling Letters of Authority and coordinating with various providers to ensure timely processing of new business Drafting Suitability Letters after client meetings This is a fantastic opportunity for a driven and motivated individual who is looking to move into the Financial Planning sector!
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Junior IFA Administrator

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