IFA Administrator

FPC Financial Services Ltd; Wirral; On-site; GBP 22,000 - 28,000; Full time

Job summary

FPC Financial Services Ltd is a Wirral-based independent financial advice business seeking an experienced IFA Administrator to support advisers and clients. The role involves end-to-end administration from initial meeting to implementation and ongoing servicing, in a small, close-knit team.

You will handle a wide range of pension, investment and platform tasks, liaising with providers and using modern and legacy products to progress cases efficiently.

Qualifications

• Experience in financial services administration and client data handling.
• Proficient with Intelligent Office and Plannr systems.
• Comfortable working with pensions and investments, and legacy products.
• Capable of liaising with providers and progressing cases independently.

Responsibilities

• Provide day-to-day administrative support to financial advisers.
• Process new investment, pension and retirement business.
• Prepare and submit client applications and collect valuations.
• Handle Letters of Authority and chase providers for updates.
• Manage pension transfers, investments, ISAs and other products.
• Support advisers with ongoing servicing and client reviews.
• Maintain accurate client records and update systems.
• Communicate with providers and clients by phone and email.

Skills

Financial services admin

Intelligent Office

Plannr

Pensions & investments

Modern & legacy platforms

Provider liaison

Detail orientation

Multi-client case management

Client-facing professionalism

Independent yet team player

Responsibility ownership

Legacy life products experience

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.