IFA Administrator

FPC Financial Services Ltd; Liverpool City Region; On-site; GBP 26,000 - 38,000; Full time

Job summary

FPC Financial Services Ltd in Wirral is seeking an experienced IFA Administrator to join a small, friendly team. You will support advisers and clients, taking ownership of day-to-day administration and helping cases progress from initial meeting through implementation and ongoing servicing.

The role involves processing investments, pensions, transfers and legacy products, with a focus on accuracy and timely communication via phone and email.

Qualifications

• Experienced in financial services administration.
• Familiar with pensions and investments.
• Comfortable handling multiple client cases and maintaining records.
• Experience with provider platforms and client servicing.

Responsibilities

• Process new investment, pension and retirement business.
• Prepare and submit client applications and information requests.
• Obtain valuations from providers and chase updates.
• Handle Letters of Authority and provider communications.
• Manage pension transfers, ISAs and related products.
• Work with modern platforms and legacy products.
• Process withdrawals, contributions and client instructions.
• Prepare information ahead of client reviews.
• Maintain accurate client records and internal systems.
• Liaise with providers, platforms and clients by phone and email.
• Monitor cases and progress, supporting advisers' servicing.

Skills

Financial services administration

Client service

Attention to detail

Organisation

Independent worker

Tools

Intelligent Office

Plannr

Job description

We are looking for an experienced IFA Administrator / Financial Planning Administrator to join our established independent financial advice business in the Wirral.

This would suit someone who enjoys working as part of a small, friendly and close-knit team, where you can take ownership of your work and play an important role in supporting advisers and clients.

Ideally, you will already have experience working within an IFA, financial planning or wealth management business.

We are particularly interested in someone who is comfortable dealing with both modern investment platforms and newer products, as well as older and legacy pension and investment arrangements.

The role will involve providing day-to-day administrative support to our financial advisers and helping ensure client cases progress smoothly from initial meeting through to implementation and ongoing servicing.

Typical responsibilities will include:

• Processing new investment, pension and retirement business
• Preparing and submitting client applications
• Obtaining valuations and information from existing providers
• Processing Letters of Authority and chasing providers
• Dealing with pension transfers, investments, ISAs and other financial products
• Working with modern investment platforms and provider systems
• Dealing with older or legacy pension and investment products and providers
• Processing withdrawals, contributions, switches and other client instructions
• Preparing information ahead of client review meetings
• Maintaining accurate client records and updating internal systems
• Liaising with providers, platforms and clients by telephone and email
• Monitoring outstanding cases and proactively chasing progress
• Supporting advisers with the ongoing servicing of existing clients
• General financial planning administration as required

You should be:

• Experienced in financial services administration
• Experience with Intelligent Office & Plannr
• Comfortable dealing with pensions and investments
• Familiar with both modern platforms and more traditional or legacy products
• Confident contacting providers and progressing cases
• Well organised with good attention to detail
• Comfortable managing several client cases at the same time
• Confident using provider websites and financial planning systems
• Professional and friendly when dealing with clients
• Able to work independently while also being part of a small team
• Someone who enjoys taking responsibility for getting things done

Experience dealing with older life company products, legacy pensions, investment bonds and traditional provider arrangements would be particularly useful.

About us

FPC Financial Services Ltd is an established independent financial advice business based in the Wirral.

We advise clients across a broad range of financial planning areas including pensions, investments, retirement planning and complex tax planning.

We're a small team, so this is not a role where you will simply become another number in a large administration department.

You’ll work closely with the advisers and wider team, have visibility over client cases from start to finish, and become an important part of the day-to-day running of the business.