IFA Administrator — Hybrid (1 day remote) | £24k-£30k

Search Consultancy LTD; Liverpool City Region; On-site; GBP 24,000 - 30,000; Full time

Job summary

A well-established financial planning business in Liverpool City Centre is seeking an experienced IFA Administrator. You will provide vital support to clients and colleagues, ensuring high-quality service. Responsibilities include gathering financial information, conducting research, and preparing meeting materials. A competitive salary (£24,000-£30,000) and generous benefits, including hybrid working options, are provided.

Benefits

Generous holiday entitlement (25 + 8 bank holidays)

Pension scheme

Progressive career opportunities

Easily accessible location

Qualifications

• Experience within an administrative support role in the financial services industry.
• Previous experience in an IFA Administration role is advantageous.

Responsibilities

• Gather information from clients and third parties.
• Conduct in-depth research of financial contracts.
• Respond to client enquiries promptly.
• Update back office systems with client info.
• Prepare meeting packs with accurate illustrations.
• Accurately submit business on the system.
• Produce detailed review reports for meetings.

Skills

Administrative support experience

Financial services knowledge

Client servicing

Job description

A well-established financial planning business in Liverpool City Centre is seeking an experienced IFA Administrator. You will provide vital support to clients and colleagues, ensuring high-quality service. Responsibilities include gathering financial information, conducting research, and preparing meeting materials. A competitive salary (£24,000-£30,000) and generous benefits, including hybrid working options, are provided.