IFA Admin Specialist - Hybrid (1 day Remote)

Career Choices Dewis Gyrfa Ltd; Liverpool City Region; Hybrid; GBP 24,000 - 30,000; Full time

Job summary

A well-established financial planning business is seeking an experienced IFA Administrator in Liverpool City Centre. This 35-hour per week role offers a salary of £24,000 - £30,000 depending on experience and includes an option to work one day from home. Key responsibilities involve gathering information, conducting analysis, maintaining client records, and serving clients effectively. Initial training and opportunities for career progression are provided within a supportive environment with convenient public transport links.

Benefits

Generous holiday entitlement (25 + 8 bank holidays)

Pension scheme

Progressive career opportunities

Easily accessible location

Qualifications

• Experience in an administrative support role within financial services.
• Knowledge of financial contracts and client servicing.
• Ability to maintain accurate records and client information.

Responsibilities

• Gather information from clients and third parties about financial situations.
• Conduct analysis of various types of financial contracts.
• Respond to client inquiries regarding arrangements.

Skills

Administrative support in financial services

Client servicing

Research and analysis

Job description

A well-established financial planning business is seeking an experienced IFA Administrator in Liverpool City Centre. This 35-hour per week role offers a salary of £24,000 - £30,000 depending on experience and includes an option to work one day from home. Key responsibilities involve gathering information, conducting analysis, maintaining client records, and serving clients effectively. Initial training and opportunities for career progression are provided within a supportive environment with convenient public transport links.