IFA Administrator

IDEX Consulting; Liverpool; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services firm in Liverpool is looking for an experienced IFA Administrator to provide essential administrative support to Financial Planners. You will ensure client satisfaction through direct contact and maintain company's operational standards. Ideal candidates will have proven experience in the financial services sector, a strong client service ethic, and excellent communication skills. This position offers a dynamic work environment and opportunities for professional growth.

Qualifications

• Proven experience working in the financial services industry.
• Ability to work under pressure and prioritize work.
• Excellent communication skills, both written and verbal.

Responsibilities

• Provide full administrative support to Financial Planners.
• Build relationships with clients and maintain regular contact.
• Maintain back-office systems and client records.

Skills

Client service ethic

Excellent communication skills

Ability to work under pressure

Organisational skills

Job description

My client is currently looking for an experienced IFA Administrator to join their team in Liverpool.

The Role

• To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards
• To work closely with the aligned Financial Planners to deliver excellent client outcomes
• To build relationships with clients and maintain regular contact
• Maintain back-office systems and client records in line with the company policies
• Request policy information from third party policy providers if applicable
• Liaise with operational teams where support is provided on activities, e.g., scripts, transfers, corporate actions, static data changes, where applicable
• Preparation of meeting packs and valuations (as required)
• Assist investment managers in the preparation of new business pitches and presentations

To be successful in this role, you should have:

• Proven experience working in the financial services industry
• A strong ethic of client service
• Ability to work under pressure and to prioritise work
• Excellent communication skills both written and verbal, influencing and organisational skills
• Ability to use judgement and reasoning to propose solutions to problems

As a colleague here you will have access to benefits that include: