Senior IFA Administrator - Liverpool

Artemis Recruitment Consultants; Liverpool; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading company is seeking an experienced Senior IFA Administrator in Liverpool. The role involves supporting an IFA with various administrative tasks, client liaison, and utilizing CRM systems effectively. Ideal candidates will have strong administration and customer service experience, with a background in financial services, preferably within life and pensions.

Qualifications

• Experience in administration and customer service is essential.
• Financial Services experience, preferably in a life and pensions environment, is required.
• Willingness to study for further qualifications is desirable.

Responsibilities

• Support an IFA with all areas of administration, including client liaison.
• Maintain accurate client data and produce valuations for annual reviews.
• Build relationships with clients and third parties.

Skills

Administration

Customer Service

Education

Financial Services Qualifications

Job description

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Client:

Location:

Liverpool, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

11f241a4f63d

Job Views:

4

Posted:

29.06.2025

Expiry Date:

13.08.2025

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Job Description:

Senior IFA Administrator - Liverpool

We are looking for an experienced IFA Administrator to join our clients team based in Liverpool. This position will involve supporting one IFA with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms.

Key Responsibilities:

- Work as part of the Business Support Team to support client's Propositions.
- Carry out the appointment making process for all Premium Support Consultants and any additional requests when required, managing this in a timely manner.
- Update the back office system, to ensure accurate client data and information throughout the process.
- Maintain fully compliant files making sure all documents are held on the client's Document
- Management/workflow and diary system in a timely manner to allow instant access to all staff.
- Produce client valuations in readiness for annual reviews and in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid service
- Process servicing tasks in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid services.
- Processing work effectively and accurately to ensure Client Services are managed in a timely manner as well as focus on achieving targets.
- Build relationships with clients, consultants and third parties (professional connections/product providers etc) as part of your regular telephone and occasional face to face contact.
- To participate in project related work, working as one team to meet company goals and targets.
- To provide support to your colleagues where workloads need to be spread across the team to reach team goals.

Experience and Qualifications:

- Administration and customer service experience is essential.
- Telephone based experience would be beneficial.
- Financial Services experience would be beneficial.
- Financial Services experience is essential preferably obtained in a life and pensions environment.
- Qualifications desirable or a willingness to study

If you would be interested in applying for this opportunity then please submit a copy of your CV to [emailprotected]

Apply for this job

Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy. function submit_form(){ $('#preloader').show(); $('#contact_form').submit(); }

Senior IFA Administrator - Liverpool

We are looking for an experienced IFA Administrator to join our clients team based in Liverpool. This position will involve supporting one IFA with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms.

Key Responsibilities:

- Work as part of the Business Support Team to support client's Propositions.
- Carry out the appointment making process for all Premium Support Consultants and any additional requests when required, managing this in a timely manner.
- Update the back office system, to ensure accurate client data and information throughout the process.
- Maintain fully compliant files making sure all documents are held on the client's Document
- Management/workflow and diary system in a timely manner to allow instant access to all staff.
- Produce client valuations in readiness for annual reviews and in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid service
- Process servicing tasks in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid services.
- Processing work effectively and accurately to ensure Client Services are managed in a timely manner as well as focus on achieving targets.
- Build relationships with clients, consultants and third parties (professional connections/product providers etc) as part of your regular telephone and occasional face to face contact.
- To participate in project related work, working as one team to meet company goals and targets.
- To provide support to your colleagues where workloads need to be spread across the team to reach team goals.

Experience and Qualifications:

- Administration and customer service experience is essential.
- Telephone based experience would be beneficial.
- Financial Services experience would be beneficial.
- Financial Services experience is essential preferably obtained in a life and pensions environment.
- Qualifications desirable or a willingness to study

If you would be interested in applying for this opportunity then please submit a copy of your CV to [emailprotected]

Apply for this job

Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy. function submit_form(){ $('#preloader').show(); $('#contact_form').submit(); }