IFA Admin & Financial Planning Specialist

FPC Financial Services Ltd; Wirral; On-site; GBP 22,000 - 28,000; Full time

Job summary

FPC Financial Services Ltd is a Wirral-based independent financial advice business seeking an experienced IFA Administrator to support advisers and clients. The role involves end-to-end administration from initial meeting to implementation and ongoing servicing, in a small, close-knit team.

You will handle a wide range of pension, investment and platform tasks, liaising with providers and using modern and legacy products to progress cases efficiently.

Qualifications

• Experience in financial services administration and client data handling.
• Proficient with Intelligent Office and Plannr systems.
• Comfortable working with pensions and investments, and legacy products.
• Capable of liaising with providers and progressing cases independently.

Responsibilities

• Provide day-to-day administrative support to financial advisers.
• Process new investment, pension and retirement business.
• Prepare and submit client applications and collect valuations.
• Handle Letters of Authority and chase providers for updates.
• Manage pension transfers, investments, ISAs and other products.
• Support advisers with ongoing servicing and client reviews.
• Maintain accurate client records and update systems.
• Communicate with providers and clients by phone and email.

Skills

Financial services admin

Intelligent Office

Plannr

Pensions & investments

Modern & legacy platforms

Provider liaison

Detail orientation

Multi-client case management

Client-facing professionalism

Independent yet team player

Responsibility ownership

Legacy life products experience

Tools

Intelligent Office

Plannr

Job description

FPC Financial Services Ltd is a Wirral-based independent financial advice business seeking an experienced IFA Administrator to support advisers and clients. The role involves end-to-end administration from initial meeting to implementation and ongoing servicing, in a small, close-knit team.

You will handle a wide range of pension, investment and platform tasks, liaising with providers and using modern and legacy products to progress cases efficiently.