Financial Planning Administrator

Search Consultancy LTD; Liverpool City Region; Hybrid; GBP 24,000 - 30,000; Full time

Job summary

A financial planning firm in Liverpool City Centre is seeking an experienced Financial Planning Administrator to provide essential support to clients and colleagues. The ideal candidate has prior experience in financial services administration and will ensure high-quality service delivery. This role offers a competitive salary between £24,000 and £30,000, along with generous holiday entitlement and a hybrid working arrangement.

Benefits

Generous holiday entitlement (25 + 8 bank holidays)

Pension scheme

Progressive career opportunities

Easily accessible location with public transport links

Qualifications

• Previous experience within an administrative support role in financial services.
• Experience in IFA Administration is advantageous.

Responsibilities

• Gathering information from clients and third parties.
• Conducting in-depth analysis of financial contracts.
• Responding to client enquiries regarding their arrangements.
• Updating back office system with client info.
• Preparing packs for meetings and producing illustrations.
• Putting business on the system accurately.
• Producing detailed review reports and portfolio valuations.

Skills

Client servicing

Research and analysis

Information gathering

Job description

Overview

Financial Planning Administrator

Liverpool City Centre (option to work 1 day at home)

Mon to Fri, 9am - 5pm (35 hours per week)

Salary: £24,000 - £30,000 (dependant on experience)

Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator.

The ideal candidate will have previous experience within an administrative support role within the financial services industry (previous experience within an IFA Administration role would be advantageous).

As an IFA Administrator, you will provide vital support to ensure their clients and colleagues receive a high-quality experience.

Responsibilities

• Gathering information - liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their personal finances.
• Research - carrying out in depth analysis of many different types of financial contracts.
• Client servicing - responding promptly to client enquiries regarding their existing arrangements and any changes in circumstances.
• Updating system - keeping back office system up to date with client info and provider contacts.
• Preparing packs for meetings - completing application forms, fact find, producing accurate illustrations, understanding remuneration requirements.
• Business Submission - putting business on system accurately with commission/fee expectation and preparing paperwork for scanning.
• Reviews - producing detailed review reports and portfolio valuations for client review meetings.

Benefits

• A competitive salary (£24,000-£30,000 dependant on experience)
• Generous holiday entitlement (25 + 8 bank holidays)
• Hybrid working arrangement (work from home 1 day per week)
• Pension scheme
• Progressive career opportunities
• Easily accessible location with public transport links

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.