Wealth Planning Administrator - Hybrid & Exam Support in Coventry

Wealth Planning Administrator - Hybrid & Exam Support in Coventry

Coventry Full-Time 32000 - 32000 £ / year (est.) Home office (partial)
Eden Rose

At a Glance

  • Tasks: Support financial advisors with admin tasks, investment processing, and client servicing.
  • Company: Eden Rose, a dynamic financial planning team in Coventry.
  • Benefits: Salary up to £32,000, hybrid working, pension contributions, and life assurance.
  • Other info: Enjoy flexible working and free on-site parking.
  • Why this job: Gain valuable experience while studying for exams in a supportive environment.
  • Qualifications: Strong organisational skills and a passion for finance.

The predicted salary is between 32000 - 32000 £ per year.

Eden Rose in Coventry (Meriden) is seeking an IFA Administrator to join a busy financial planning team.

The role supports financial advisors with administrative tasks, investment and pension processing, client servicing, and document preparation.

Hybrid and flexible working is offered, with a salary up to £32,000 per year and opportunities to study for exams.

The position includes pension contributions, life assurance, and free on-site parking.

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Wealth Planning Administrator - Hybrid & Exam Support in Coventry employer: Eden Rose

Eden Rose is an exceptional employer, offering a supportive team culture and a competitive salary for the Senior IFA Administrator role in the vibrant city of York. With a strong benefits package that includes health schemes and gym membership, employees are genuinely recognised for their contributions, fostering an environment where professional growth and client service excellence thrive.

Eden Rose

Contact Details:

Eden Rose Recruitment Team

We think you need these skills to ace Wealth Planning Administrator - Hybrid & Exam Support in Coventry

Administrative Skills
Client Servicing
Investment Processing
Pension Processing
Document Preparation
Attention to Detail
Communication Skills