IFA Administrator

Service Care Legal; Liverpool City Region; On-site; GBP 28,000 - 30,000; Full time

Job summary

A financial advisory firm in Liverpool is seeking an experienced IFA Administrator. You will provide administrative support to financial advisors, manage client correspondence, and prepare documentation. Candidates should have experience in the financial services sector, excellent organizational skills, and attention to detail. The position offers a competitive salary in a permanent role.

Benefits

250 referral bonus

Qualifications

• Previous experience in an IFA, wealth management, or financial services environment.
• Experience preparing client documentation for Financial Advisors.
• Strong administrative and organisational skills with attention to detail.

Responsibilities

• Provide day-to-day administrative support to advisors and paraplanners.
• Manage client correspondence, including letters, emails, and phone queries.
• Prepare and process new business applications and policy documentation.
• Liaise with product providers for policy information and updates.

Skills

Administrative support

Client communication

Organizational skills

Job description

Overview

IFA Administrator
Location: Liverpool
Contract: Permanent, Full-Time
Salary: 28,000 - 30,000 per annum
Start Date: Flexible
Contact: (url removed)

Service Care Solutions are currently recruiting on behalf of a well-established Financial Advisory firm in Liverpool for an IFA Administrator to join the team on a permanent basis. The postholder will provide a wide range of support to the advisors within the firm including direct support to advisors and high-level data input.

Key Responsibilities

• Provide day-to-day administrative support to advisers and paraplanners.
• Manage client correspondence, including letters, emails, and telephone queries.
• Prepare and process new business applications and policy documentation.
• Maintain client records and update internal systems accurately.
• Liaise with product providers to obtain policy information, valuations, and updates.
• Assist with compliance checks and ensure regulatory requirements are met.
• Support the preparation of client review packs and reports.

Candidate Criteria

• Previous experience in an IFA, wealth management or financial services environment
• Experience of preparing client documentation on behalf of Financial Advisors
• Strong administrative and organisational skills with excellent attention to detail
• Great communication skills with the ability to work well on own initiative as well as part of a team

If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed)

Service Care Solutions also offers a 250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive 250 for the referral once their probationary period has been completed.