Senior IFA Administrator

O'loughlin Recruitment Ltd; Liverpool City Region; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading Chartered Financial Planning firm in Liverpool seeks a Senior IFA Administrator to support Independent Financial Advisers. Responsibilities include managing client enquiries, meeting arrangements, and maintaining compliance records. The ideal candidate should possess strong interpersonal skills, IT proficiency, and experience within a financial advisory setting.

Qualifications

• Experience in a Financial Advisor firm as an Administrator.
• Strong team player able to work under pressure.
• Good IT skills, particularly in Microsoft Office.

Responsibilities

• Manage day-to-day client and provider enquiries.
• Arrange meetings and prepare literature for client meetings.
• Input new business and maintain client records per compliance.

Skills

Interpersonal skills

Communication

IT skills

Education

Financial planning qualifications

Tools

Microsoft Office

IFA back-office systems

Job description

My client is a well-known Chartered Financial Planning firm based in Liverpool, and they are looking for an Senior IFA Administrator to join the existing team to provide support to a small team of Independent Financial Advisers from their Liverpool office (hybrid working available). You will need experience of working within a Financial Advisor firm as an Administrator to be considered.

You will need to be a strong team player with good interpersonal skills and the ability to communicate effectively with both colleagues and clients. Our client has a strong focus on delivering a high quality of customer service which they pride themselves on.

The successful candidate will ideally be qualified with some financial planning qualifications, although this isn't essential. You must be comfortable working under pressure to meet deadlines and can use your own initiative as well as working without close supervision. Excellent IT skills, particularly Microsoft Office are also essential, and it would be desirable to have experience of relevant IFA back-office systems and platforms

Responsibilities include

• Day to Day client and provider enquiries
• Arranging meetings for the financial adviser
• Preparing literature for client meetings, including reports and valuations
• Inputting new business and maintaining client records on back-office systems in line with company and FCA compliance regulations.

Don't delay, apply today for a confidential discussion.

Due to the overwhelming application responses received through various sources, should you not hear from us within 72 hours then please assume your application has been unsuccessful.

Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.