IFA Admin

Eden Rose; Wirral; On-site; GBP 28,000 - 38,000; Full time

Job summary

Eden Rose in Wirral is seeking an IFA Admin to support advisers with client onboarding, investment and pension administration, and routine servicing.

You'll handle client applications, liaise with providers by phone and email, maintain accurate records, and work with Intelligent Office & Plannr.

This role suits a detail-focused administrator who can manage several cases and work independently within a small team.

Qualifications

• Experience in financial services administration.
• Experience with Intelligent Office & Plannr.
• Comfortable dealing with pensions and investments.
• Familiar with modern platforms and legacy products.
• Confident using provider websites and financial planning systems.

Responsibilities

• Processing new investment, pension and retirement business.
• Preparing and submitting client applications.
• Obtaining valuations and information from existing providers.
• Processing Letters of Authority and chasing providers.
• Dealing with pension transfers, investments, ISAs and other financial products.
• Processing withdrawals, contributions, switches and other client instructions.
• Preparing information ahead of client review meetings.
• Maintaining accurate client records and updating internal systems.
• Liaising with providers, platforms and clients by telephone and email.
• Monitoring outstanding cases and proactively chasing progress.
• Supporting advisers with ongoing servicing of existing clients.
• General financial planning administration as required.

Skills

Financial services administration

Attention to detail

Client communication

Multi-tasking

Teamwork

Tools

Intelligent Office

Plannr

Job description

We are currently working with a well-established firm in Wirral looking for their next IFA Admin!

Responsibilities

• Processing new investment, pension and retirement business
• Preparing and submitting client applications
• Obtaining valuations and information from existing providers
• Processing Letters of Authority and chasing providers
• Dealing with pension transfers, investments, ISAs and other financial products
• Working with modern investment platforms and provider systemsDealing with older or legacy pension and investment products and providers
• Processing withdrawals, contributions, switches and other client instructions
• Preparing information ahead of client review meetings
• Maintaining accurate client records and updating internal systems
• Liaising with providers, platforms and clients by telephone and email
• Monitoring outstanding cases and proactively chasing progress
• Supporting advisers with the ongoing servicing of existing clients
• General financial planning administration as required
• Experienced in financial services administration
• Experience with Intelligent Office & Plannr
• Comfortable dealing with pensions and investments
• Familiar with both modern platforms and more traditional or legacy products
• Confident contacting providers and progressing cases
• Well organised with good attention to detail
• Comfortable managing several client cases at the same time
• Confident using provider websites and financial planning systems
• Professional and friendly when dealing with clients
• Able to work independently while also being part of a small team
• Someone who enjoys taking responsibility for getting things done
• Experience dealing with older life company products, legacy pensions, investment bonds and traditional provider arrangements would be particularly useful.