IFA Administrator

Integro Partners; Liverpool; On-site; GBP 28,000 - 32,000; Full time

Job summary

A Wealth Management firm in Liverpool is seeking an experienced IFA Administrator to support ongoing client work in a busy environment. The role involves telephone and admin tasks, report writing, and client communication, requiring strong collaboration with the Paraplanning and Financial Advisers. Candidates should be ready to contribute from day one and have the opportunity for further development within the team.

Qualifications

• Experience in an IFA Administrator role or similar.
• Ability to work in a busy environment from day one.
• Strong communication skills with clients and teams.

Responsibilities

• Perform telephone and administrative work.
• Write reports and prepare documentation.
• Chase clients and third parties.
• Be a point of contact in communications.
• Collaborate with Paraplanning and Financial Advisers.

Skills

Telephone and admin work

Report writing

Client communication

Team collaboration

Job description

IFA Administrator
£28-32K depending on experience
Liverpool
Office based

Tired of working for a large corporate & feeling unappreciated?

Wanting to work more closely with loyal ongoing clients, becoming an integral part of the process?

This opportunity could be a fresh start

A Liverpool based Wealth Management firm are keen to bring on an experienced IFA Admin, to not only support with the workload, but also be an integral part of the team of 5.

This role will require someone to slot into an already busy desk, and take on work from day one. There will still be support ongoing, to ensure your development continues and opportunities both within the Admin team and upwards over time.

You will be expected to do the following tasks, amongst others:

• - Telephone and admin work
• - Report writing and preparing documentation
• - Chasing clients and 3rd parties
• - Being a point of contact and taking inbound calls / communication
• - Work with the Paraplanning and Financial Advisers to ensure a smooth process

This is an opportunity to join an established business and already established Admin team, so as well as bringing in experience and adding value, there is also support around you to develop further.

If you are interested in discussing further, get in touch with Sam at Integro Partners