Financial Planning Administrator

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

Job summary

A financial planning firm based in Liverpool City Centre is seeking an experienced Financial Planning Administrator to support client interactions and service requests. You will manage financial data, conduct research, and prepare reports for meetings. The ideal candidate will have experience in financial services administration and be able to work effectively in a hybrid environment. Salary ranges from £24,000 to £30,000 depending on experience.

Benefits

Generous holiday entitlement (25 + 8 bank holidays)

Pension scheme

Progressive career opportunities

Easily accessible location with public transport links

Qualifications

• Experience in an administrative support role within the financial services industry.
• Experience within an IFA Administration role would be advantageous.

Responsibilities

• Gathering information from various sources about personal finances.
• Conducting in-depth analysis of financial contracts.
• Responding promptly to client inquiries regarding their arrangements.
• Keeping back office systems updated with client information.
• Preparing meeting packs and reports for clients.
• Accurately entering business onto the system with expectations.
• Producing detailed review reports for client meetings.

Skills

Administrative support experience

Client servicing

Research and analysis

Job description

Overview

Financial Planning Administrator

Liverpool City Centre (option to work 1 day at home). Monday to Friday, 9am - 5pm (35 hours per week).

Salary: £24,000 - £30,000 (dependent 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.

Requirements

• Experience in an administrative support role within the financial services industry.
• Experience within an IFA Administration role would be advantageous.

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.