IFA Administrator — Financial Planning Support

Search Consultancy LTD; Lancashire; In loco; GBP 28.000 - 30.000; Tempo pieno

Descrizione del lavoro

Search Consultancy LTD is seeking an IFA Administrator in Ormskirk to support financial advisers and paraplanners. The role involves managing diaries, preparing client documents, and coordinating with pension providers to ensure smooth service delivery.

The successful candidate will bring previous IFA/financial services administration experience, strong IT skills, and a methodical, detail‑oriented approach to client communications and records.

Competenze

• Experience in an IFA or financial services administration role.
• Strong IT skills including spreadsheets and databases.
• Excellent organisational and planning abilities.
• Methodical and detail-focused approach.
• High integrity and professionalism.

Mansioni

• Providing administrative support to Financial Advisers and Paraplanners.
• Managing adviser diaries and arranging client meetings.
• Preparing client documentation and reports.
• Liaising with pension providers and life companies to gather information.
• Handling and responding to general client enquiries.

Conoscenze

Administrative experience IFA/FS admin

Strong IT skills

Strumenti

Spreadsheets

Databases

Descrizione del lavoro

Search Consultancy LTD is seeking an IFA Administrator in Ormskirk to support financial advisers and paraplanners. The role involves managing diaries, preparing client documents, and coordinating with pension providers to ensure smooth service delivery.

The successful candidate will bring previous IFA/financial services administration experience, strong IT skills, and a methodical, detail‑oriented approach to client communications and records.