IFA Administrator

Career Choices Dewis Gyrfa Ltd; Liverpool City Region; Hybrid; GBP 24,000 - 30,000; Full time

Job summary

A well-established financial planning business is seeking an experienced IFA Administrator in Liverpool City Centre. This 35-hour per week role offers a salary of £24,000 - £30,000 depending on experience and includes an option to work one day from home. Key responsibilities involve gathering information, conducting analysis, maintaining client records, and serving clients effectively. Initial training and opportunities for career progression are provided within a supportive environment with convenient public transport links.

Benefits

Generous holiday entitlement (25 + 8 bank holidays)

Pension scheme

Progressive career opportunities

Easily accessible location

Qualifications

• Experience in an administrative support role within financial services.
• Knowledge of financial contracts and client servicing.
• Ability to maintain accurate records and client information.

Responsibilities

• Gather information from clients and third parties about financial situations.
• Conduct analysis of various types of financial contracts.
• Respond to client inquiries regarding arrangements.

Skills

Administrative support in financial services

Client servicing

Research and 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.

Jobs are provided by the Find a Job Service from the Department for Work and Pensions (DWP).