Financial Planning Administrator

Michael Page (UK); Liverpool; On-site; GBP 25,000 - 35,000; Full time

Job summary

A dynamic financial advisory firm in Liverpool is seeking an IFA Administrator to support their Independent Financial Advisers. The role involves managing client communications, document management, and financial administration, ensuring exceptional service delivery. This is a great opportunity for career development in a supportive environment.

Benefits

Professional Development

Supportive Environment

Competitive Compensation

Qualifications

• Previous administration and customer service experience; financial services background is advantageous.

Responsibilities

• Assist in managing client appointments and communications.
• Maintain accurate and compliant client files.
• Prepare client valuations and process servicing tasks.

Skills

Organisational Skills

Attention to Detail

Customer Service

Tools

CRM Systems

Microsoft Office Suite

Job description

• Professional Development: Opportunities for training and career progressio
• Supportive Environment: A collaborative team culture that values your contribu

About Our Client

Our Client is a dynamic and client-focused financial advisory firm, committed to delivering exceptional service and tailored financial solutions. Our team is expanding, due to continued growth are seeking a dedicated IFA Administrator to support the Independent Financial Advisers (IFA) in providing outstanding service their clients

Job Description

As an IFA Administrator, you will play a pivotal role in ensuring the smooth operation of our advisory services. Your responsibilities will include:

• Client Support: Assist in managing client appointments and communications, ensuring timely and professional interactions.
• Document Management: Maintain accurate and compliant client files, ensuring all documents are readily accessible.
• Financial Administration: Prepare client valuations and process servicing tasks in line with client agreements.
• CRM Management: Utilise various CRM systems to update and manage client data efficiently.
• Team Collaboration: Work closely with colleagues to ensure seamless service delivery and contribute to team goals.

The Successful Applicant

We are seeking individuals with:

• Experience: Previous administration and customer service experience; financial services background is advantageous.
• Skills: Proficiency in using CRM systems and Microsoft Office Suite.

Attributes: Strong organisational skills, attention to detail, and the ability to work independently and as part of a team

What's on Offer

This is an excellent opportunity to develop your career in the financial services industry.

• Professional Development: Opportunities for training and career progression.
• Supportive Environment: A collaborative team culture that values your contributions.
• Competitive Compensation: Attractive salary and benefits package
• Hours of Work: Monday to Friday 35 hours per week
• Work Location: Liverpool City Centre