IFA Administrator – Hybrid (1 Day WFH) with Career Growth

Search; Liverpool; On-site; GBP 24,000 - 30,000; Full time

Job summary

A well-established financial planning business in Liverpool seeks an experienced IFA Administrator. This role includes gathering financial information, client servicing, and preparing meeting packs. Candidates should have prior administrative experience within the financial services industry, ideally in IFA Administration. The company offers a competitive salary, generous holiday entitlement, and opportunities for career progression in a hybrid working environment.

Benefits

Competitive salary

Generous holiday entitlement (25 + 8 bank holidays)

Hybrid working arrangement

Pension scheme

Progressive career opportunities

Easily accessible location

Qualifications

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

Responsibilities

• Liaise with product providers and clients to gather financial information.
• Conduct in-depth analysis of different financial contracts.
• Respond to client enquiries regarding their existing arrangements.
• Update back office system with client information.
• Prepare packs for meetings with accurate application forms.
• Submit business accurately with expected commission and fees.
• Produce detailed review reports for client meetings.

Skills

Administrative support experience

Client servicing

Financial contract analysis

Job description

A well-established financial planning business in Liverpool seeks an experienced IFA Administrator. This role includes gathering financial information, client servicing, and preparing meeting packs. Candidates should have prior administrative experience within the financial services industry, ideally in IFA Administration. The company offers a competitive salary, generous holiday entitlement, and opportunities for career progression in a hybrid working environment.