Senior IFA Adminisatrator

TN United Kingdom; Liverpool; On-site; GBP 30,000 - 32,000; Full time

Job summary

An established industry player is seeking a Senior IFA Administrator to join their modern and respected practice in Liverpool. This role offers the chance to work closely with high-net-worth clients while providing personalized service. You will collaborate with a highly qualified team, assisting paraplanners and financial advisors in a dynamic environment. The firm values flexibility, offering part-time options to ensure a balanced work-life experience. If you have experience in IFA practices and a passion for client relations, this opportunity is perfect for you.

Qualifications

• Experience working closely with HNW clients.
• Comfortable in a client-facing role.

Responsibilities

• Assist the firm's paraplanners and financial advisors.
• Join a highly qualified team in a growing business.

Skills

Client-facing experience

Good product knowledge

Experience in IFA practices

Experience with Intelligent Office

Job description

Location

Liverpool

Salary £30,000 - £32,000

Type Permanent

Workplace On-Site

Ref 88049

Recruiter Managing This Role

This is an opportunity for a Senior IFA Administrator to join a modern, professional, and respected Independent Financial Adviser practice. The firm's client relationships are built around understanding their clients' future objectives and providing a personalized service.

The Opportunity

A fantastic opportunity has been created for an administrator to join a bespoke, growing business and work within a highly qualified team to assist the firm's paraplanners and financial advisors.

The ideal candidate will have experience working closely with HNW clients and be comfortable in a client-facing role. The firm offers flexible and part-time working options for their employees.

What is needed to be considered?

• Previous experience within IFA practices is preferred
• Good product knowledge
• Experience being client-facing
• Experience with Intelligent Office is desirable

What's next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new role.