Financial Planning Assistant

Eden Rose; Chorley; On-site; GBP 26,000 - 38,000; Full time

Job summary

Eden Rose Wealth Management in Liverpool is seeking an experienced IFA Administrator to join our team. You will support Financial Advisers, manage the day-to-day administration of new and ongoing business, and build strong client relationships.

Key responsibilities include supporting advisers, processing pensions, investments, ISAs, bonds and protection, and maintaining client records and communications. You will coordinate adviser diaries and assist during busy periods.

Qualifications

• Experience in an IFA or Wealth Management administration role.
• Good understanding of pensions, investments and financial services products.
• Experience supporting Financial Advisers or Wealth Managers.
• Strong organisational skills and the ability to manage a varied workload.
• Excellent communication skills and a client-focused approach.
• High attention to detail and ability to work in a team.

Responsibilities

• Provide administrative support to Financial Advisers and Paraplanners.
• Act as a point of contact for clients, providers and advisers.
• Process new and ongoing business across pensions, investments, ISAs, bonds and protection.
• Prepare client correspondence, reports and suitability report enclosures.
• Manage Letters of Authority and obtain policy and investment information.
• Produce portfolio valuations, tax packs and annual review documentation.
• Liaise with providers to resolve queries and ensure requests are completed.
• Monitor cases, chase outstanding requirements and keep business moving through to completion.
• Maintain accurate client records and update internal systems.
• Coordinate adviser diaries, appointments and client meetings.
• Support the wider administration team during busy periods.

Skills

IFA administration

Pensions & investments

Support advisers

Organisational skills

Communication skills

Attention to detail

Job description

An established Wealth Management business based in Liverpool is looking to recruit an experienced IFA Administrator to join its team.

This is a great opportunity for someone with experience in financial services administration who enjoys supporting Financial Advisers, building strong client relationships and managing the day-to-day administration of new and ongoing business.

Key Responsibilities

• Provide administrative support to Financial Advisers and Paraplanners.
• Act as a point of contact for clients, providers and advisers.
• Process new and ongoing business across pensions, investments, ISAs, bonds and protection.
• Prepare client correspondence, reports and suitability report enclosures.
• Manage Letters of Authority and obtain policy and investment information.
• Produce portfolio valuations, tax packs and annual review documentation.
• Liaise with providers to resolve queries and ensure requests are completed.
• Monitor cases, chase outstanding requirements and keep business moving through to completion.
• Maintain accurate client records and update internal systems.
• Coordinate adviser diaries, appointments and client meetings.
• Support the wider administration team during busy periods.

About You

• Previous experience in an IFA or Wealth Management administration role.
• Good understanding of pensions, investments and financial services products.
• Experience supporting Financial Advisers or Wealth Managers.
• Strong organisational skills and the ability to manage a varied workload.
• Excellent communication skills and a professional, client-focused approach.
• High attention to detail and the ability to work effectively within a team.