IFA Administrator

Search; Liverpool; Hybrid; GBP 24,000 - 30,000; Full time

Job summary

A reputable financial planning firm based in Liverpool seeks an experienced IFA Administrator to provide essential support to clients and colleagues. The position involves managing client information, conducting financial analyses, and ensuring a high-quality service experience. With a competitive salary range of £24,000 to £30,000, this role offers a hybrid work arrangement and generous holiday benefits. Candidates with administrative experience in financial services are encouraged to apply.

Benefits

Competitive salary

Generous holiday entitlement

Hybrid working arrangement

Pension scheme

Career opportunities

Accessible location with public transport links

Qualifications

• Previous experience in an administrative role within financial services is preferred.
• Understanding of IFA Administration processes would be advantageous.

Responsibilities

• Gathering information from various sources about clients' personal finances.
• Conducting detailed analysis of financial contracts.
• Responding to client inquiries regarding their accounts.
• Keeping the back office system updated with client and provider information.
• Preparing meeting packs and necessary documentation.
• Entering business onto the system accurately.
• Producing review reports and portfolio valuations for clients.

Skills

Administrative support experience

Financial services knowledge

Client servicing

Communication skills

Job description

IFA Administrator

• Liverpool City Centre (option to work 1 day at home)
• Monday to Friday, 9am - 5pm (35 hours per week)
• 24,000 - 30,000 (dependant on experience)

Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator.

The ideal candidate will have previous experience within an administrative support role within the financial services industry (previous experience within an IFA Administration role would be advantageous).

As an IFA Administrator, you will provide vital support to ensure their clients and colleagues receive a high-quality experience.

Key responsibilities include:

• Gathering information - liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their personal finances.
• Research - carrying out in depth analysis of many different types of financial contracts.
• Client servicing - responding promptly to client enquiries regarding their existing arrangements and any changes in circumstances.
• Updating system - keeping back office system up to date with client info and provider contacts.
• Preparing packs for meetings - completing application forms, fact find, producing accurate illustrations, understanding remuneration requirements.
• Business Submission - putting business on system accurately with commission/fee expectation and preparing paperwork for scanning.
• Reviews - producing detailed review reports and portfolio valuations for client review meetings.

Benefits of this role include:

• A competitive salary ( 24,000-banwe­30,000 dependant on experience)
• Generous holiday entitlement (25 + 8 bank holidays)
• Hybrid working arrangement (work from home 1 day per week)
• Pension scheme
• Progressive career opportunities അന്വേഷണ
• Easily accessible location with public transport links

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.