IFA Administrator | Hybrid + Career Growth

Career Choices Dewis Gyrfa Ltd; Liverpool City Region; Hybrid; GBP 24,000 - 30,000; Full time

Job summary

A leading financial planning firm in Liverpool City Centre seeks a Financial Planning Administrator to support clients and colleagues with their financial needs. You'll handle client inquiries, update systems, prepare meeting documentation, and analyze financial contracts. The role offers a competitive salary between £24,000-£30,000, generous holiday entitlement, and a hybrid work model, allowing you to work one day from home each week.

Benefits

Competitive salary

Generous holiday entitlement (25 + 8 bank holidays)

Hybrid working arrangement

Pension scheme

Progressive career opportunities

Accessible transportation links

Qualifications

• Experience in an administrative support role in financial services.
• Understanding of financial contracts and client interactions.
• Ability to produce detailed reports and maintain accurate records.

Responsibilities

• Liaise with product providers to gather information.
• Carry out analysis of financial contracts.
• Respond to client enquiries and maintain records.
• Prepare meeting packs and submit business accurately.

Skills

Previous experience in financial services administration

Liaising with clients and third parties

In-depth analysis of financial contracts

Client servicing skills

Attention to detail

Job description

A leading financial planning firm in Liverpool City Centre seeks a Financial Planning Administrator to support clients and colleagues with their financial needs. You'll handle client inquiries, update systems, prepare meeting documentation, and analyze financial contracts. The role offers a competitive salary between £24,000-£30,000, generous holiday entitlement, and a hybrid work model, allowing you to work one day from home each week.