IFA Administrator

Search; Liverpool; On-site; GBP 24,000 - 30,000; Full time

Job summary

A well-established financial planning business in Liverpool seeks an experienced IFA Administrator. This role includes gathering financial information, client servicing, and preparing meeting packs. Candidates should have prior administrative experience within the financial services industry, ideally in IFA Administration. The company offers a competitive salary, generous holiday entitlement, and opportunities for career progression in a hybrid working environment.

Benefits

Competitive salary

Generous holiday entitlement (25 + 8 bank holidays)

Hybrid working arrangement

Pension scheme

Progressive career opportunities

Easily accessible location

Qualifications

• Experience in an administrative support role within the financial services industry.
• Previous experience within an IFA Administration role is advantageous.

Responsibilities

• Liaise with product providers and clients to gather financial information.
• Conduct in-depth analysis of different financial contracts.
• Respond to client enquiries regarding their existing arrangements.
• Update back office system with client information.
• Prepare packs for meetings with accurate application forms.
• Submit business accurately with expected commission and fees.
• Produce detailed review reports for client meetings.

Skills

Administrative support experience

Client servicing

Financial contract analysis

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-£30,000 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
• 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.