Client-Centric Financial Planning Administrator

Prestige Recruitment Group; Liverpool; On-site; GBP 26,000 - 30,000; Full time

Job summary

A growing financial planning firm in Liverpool is seeking a detail-focused Financial Planning Administrator to enhance client experiences. The role involves managing client queries, coordinating paperwork, and maintaining performance reports. Ideal candidates will have over a year of experience in financial services, a strong grasp of pensions and investments, and familiarity with tools like Intelliflo. This position is perfect for those who thrive on precision and teamwork. Competitive salary offered.

Benefits

Benefits

Qualifications

• 1+ year of IFA administration or financial services experience.
• Strong understanding of pensions, investments, and platform processes.
• Confidence using systems such as Intelliflo, FE, or Dynamic Planner.
• Excellent communication skills and high attention to detail.

Responsibilities

• Handling client queries professionally and promptly.
• Maintaining accurate client records, valuations, and performance reports.
• Coordinating fund switches, transfers, withdrawals, and provider paperwork.
• Supporting investment, pension, and estate planning cases.
• Producing and dispatching review packs and suitability letters.
• Ensuring clean data and well-managed back-office systems.
• Liaising with advisers, clients, and providers to keep workflows moving.

Skills

IFA administration or financial services experience

Understanding of pensions, investments, and platform processes

Excellent communication skills

Attention to detail

Tools

Intelliflo

FE

Dynamic Planner

Job description

A growing financial planning firm in Liverpool is seeking a detail-focused Financial Planning Administrator to enhance client experiences. The role involves managing client queries, coordinating paperwork, and maintaining performance reports. Ideal candidates will have over a year of experience in financial services, a strong grasp of pensions and investments, and familiarity with tools like Intelliflo. This position is perfect for those who thrive on precision and teamwork. Competitive salary offered.