IFA Administrator

Prestige Recruitment Group; Liverpool; On-site; GBP 28,000 - 31,000; Full time

Job summary

A financial planning firm in Liverpool is seeking an IFA Administrator to support Financial Advisors with compliance and client administration. The ideal candidate will have experience in Financial Services administration and preferably be working towards their Diploma in Financial Planning. Duties include managing client information and producing reports for the Financial Advisors. This is a great opportunity for those looking to further their career within a supportive environment.

Qualifications

• Experience in Financial Services administration is essential.
• Ideally worked within IFA Practice.
• Previous experience working with Pensions or Investment administration.

Responsibilities

• Supporting the Financial Advisors with compliance administration support.
• Working with providers.
• Providing fact finds.
• Managing and inputting client information.
• Producing client reports.

Skills

Financial Services administration

Compliance support

Client information management

Report production

Education

Diploma in Financial Planning

Job description

IFA Administrator

Wirral, Merseyside

Salary: £28,000 - £31,000

We are pleased to be working with a Wirral based Financial Planning firm specialising in Financial Planning.

This IFA Administrator job opportunity will work on the Wirral and be based near a train station.

Financial Services role will involve:

• Supporting the Financial Advisors with compliance administration support.
• Working with providers.
• Providing fact finds.
• Managing and inputting client information.
• Producing client reports.

Experience required:

• Experience in Financial Services administration is essential.
• Ideally worked within IFA Practice.
• Previous experience working with Pensions or Investment administration.
• Ideally working towards the Diploma in Financial Planning.

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