Financial Planning Administrator

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

Job summary

A leading financial planning firm in Liverpool City Centre seeks a Financial Planning Administrator to support clients and colleagues with their financial needs. You'll handle client inquiries, update systems, prepare meeting documentation, and analyze financial contracts. The role offers a competitive salary between £24,000-£30,000, generous holiday entitlement, and a hybrid work model, allowing you to work one day from home each week.

Benefits

Competitive salary

Generous holiday entitlement (25 + 8 bank holidays)

Hybrid working arrangement

Pension scheme

Progressive career opportunities

Accessible transportation links

Qualifications

• Experience in an administrative support role in financial services.
• Understanding of financial contracts and client interactions.
• Ability to produce detailed reports and maintain accurate records.

Responsibilities

• Liaise with product providers to gather information.
• Carry out analysis of financial contracts.
• Respond to client enquiries and maintain records.
• Prepare meeting packs and submit business accurately.

Skills

Previous experience in financial services administration

Liaising with clients and third parties

In-depth analysis of financial contracts

Client servicing skills

Attention to detail

Job description

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

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 of this role include

• 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.