Administration Manager jobs in United Kingdom
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IFA Administrator
Job summary
A financial planning firm in Liverpool is seeking an IFA Administrator to support Financial Advisors with compliance and client administration. The ideal candidate will have experience in Financial Services administration and preferably be working towards their Diploma in Financial Planning. Duties include managing client information and producing reports for the Financial Advisors. This is a great opportunity for those looking to further their career within a supportive environment.
Qualifications
- Experience in Financial Services administration is essential.
- Ideally worked within IFA Practice.
- Previous experience working with Pensions or Investment administration.
Responsibilities
- Supporting the Financial Advisors with compliance administration support.
- Working with providers.
- Providing fact finds.
- Managing and inputting client information.
- Producing client reports.
Skills
Education
Wirral, Merseyside
Salary: £28,000 - £31,000
We are pleased to be working with a Wirral based Financial Planning firm specialising in Financial Planning.
This IFA Administrator job opportunity will work on the Wirral and be based near a train station.
- Supporting the Financial Advisors with compliance administration support.
- Working with providers.
- Providing fact finds.
- Managing and inputting client information.
- Producing client reports.
- Experience in Financial Services administration is essential.
- Ideally worked within IFA Practice.
- Previous experience working with Pensions or Investment administration.
- Ideally working towards the Diploma in Financial Planning.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.