Senior IFA Administrator - Liverpool

Artemis Recruitment Consultants Ltd; Liverpool; On-site; GBP 30,000 - 40,000; Full time

Job summary

An established industry player is seeking a Senior IFA Administrator to join their dynamic team in Liverpool. In this role, you will be pivotal in supporting an IFA with comprehensive administration tasks, including business processing and client liaison. This position offers a fantastic opportunity to engage with clients and consultants while ensuring compliance and accuracy in client data management. If you have a strong background in administration and financial services, and you're eager to contribute to a collaborative team environment, this is the perfect role for you. Your expertise will help drive the success of client services and enhance client relationships in a thriving company.

Qualifications

• Experience in administration and customer service is essential.
• Financial services experience, preferably in life and pensions, is crucial.

Responsibilities

• Support IFA with administration, business processing, and client liaison.
• Maintain compliant files and update client data in back office systems.

Skills

Administration

Customer Service

Financial Services

Telephone Communication

Education

Relevant Qualifications

Tools

CRM Systems

Job description

Type of Position: Senior IFA Administrator - Liverpool
Pay: £30k - £40k

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:

1. Work as part of the Business Support Team to support client's Propositions.
2. Carry out the appointment making process for all Premium Support Consultants and any additional requests when required, managing this in a timely manner.
3. Update the back office system to ensure accurate client data and information throughout the process.
4. 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.
5. 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.
6. Process servicing tasks in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid services.
7. Processing work effectively and accurately to ensure Client Services are managed in a timely manner as well as focus on achieving targets.
8. 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.
9. Participate in project-related work, working as one team to meet company goals and targets.
10. Provide support to your colleagues where workloads need to be spread across the team to reach team goals.

Experience and Qualifications:

1. Administration and customer service experience is essential.
2. Telephone-based experience would be beneficial.
3. Financial Services experience would be beneficial.
4. Financial Services experience is essential, preferably obtained in a life and pensions environment.
5. 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 [e-mail].