IFA Administrator

Eden Rose; West Kirby; On-site; GBP 22,000 - 32,000; Full time

Job summary

Eden Rose is seeking an IFA Administrator in Southport to support Financial Advisers and clients across the full financial planning process. You will prepare client documentation, process new business and ongoing servicing, and liaise with providers.

The ideal candidate has experience in IFA/wealth management, good product knowledge, and strong attention to detail with excellent communication. Opportunities to develop qualifications exist.

Qualifications

• Experience within an IFA, financial planning or wealth management environment.
• Good understanding of financial products and the advice process.
• Experience with platforms such as Intelliflo/iO, CashCalc or similar systems would be beneficial.

Responsibilities

• Preparing client documentation and meeting packs
• Processing new business and ongoing client servicing
• Supporting pensions, ISAs, investments and other financial planning products
• Liaising with providers and third parties
• Processing Letters of Authority and obtaining policy information
• Assisting with annual reviews and client administration
• Maintaining accurate client records and ensuring compliance
• Supporting advisers with day-to-day client requirements

Skills

IFA Admin experience

Financial planning knowledge

Communication skills

Attention to detail

Tools

Intelliflo/iO

CashCalc

Job description

IFA Administrator - Southport
I'm working with an established Financial Planning firm in Southport who are looking to add an experienced IFA Administrator to their team.

This is a great opportunity for someone with experience within financial planning or wealth management who is looking for a long-term role within a supportive and professional environment.

The role will involve supporting Financial Advisers and clients across the full financial planning process, including:

• Preparing client documentation and meeting packs
• Processing new business and ongoing client servicing
• Supporting pensions, ISAs, investments and other financial planning products
• Liaising with providers and third parties
• Processing Letters of Authority and obtaining policy information
• Assisting with annual reviews and client administration
• Maintaining accurate client records and ensuring compliance
• Supporting advisers with day-to-day client requirements

The ideal candidate will have previous experience within an IFA, financial planning or wealth management environment and have a good understanding of financial products and the advice process.

Experience with platforms such as Intelliflo/iO, CashCalc or similar systems would be beneficial, alongside strong attention to detail and excellent communication skills.

There is also scope for someone who is working towards further financial planning qualifications and wants to develop their career within the industry.

If you're an experienced IFA Adminis