IFA Administrator - Hybrid Client Portfolio Support

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

Job summary

A financial planning firm in Liverpool City Centre is seeking an experienced Financial Planning Administrator to provide essential support to clients and colleagues. The ideal candidate has prior experience in financial services administration and will ensure high-quality service delivery. This role offers a competitive salary between £24,000 and £30,000, along with generous holiday entitlement and a hybrid working arrangement.

Benefits

Generous holiday entitlement (25 + 8 bank holidays)

Pension scheme

Progressive career opportunities

Easily accessible location with public transport links

Qualifications

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

Responsibilities

• Gathering information from clients and third parties.
• Conducting in-depth analysis of financial contracts.
• Responding to client enquiries regarding their arrangements.
• Updating back office system with client info.
• Preparing packs for meetings and producing illustrations.
• Putting business on the system accurately.
• Producing detailed review reports and portfolio valuations.

Skills

Client servicing

Research and analysis

Information gathering

Job description

A financial planning firm in Liverpool City Centre is seeking an experienced Financial Planning Administrator to provide essential support to clients and colleagues. The ideal candidate has prior experience in financial services administration and will ensure high-quality service delivery. This role offers a competitive salary between £24,000 and £30,000, along with generous holiday entitlement and a hybrid working arrangement.