Administration Manager jobs in United Kingdom
IFA Administrator: Elevate Client Care & Back-Office Precision
RGH-Global Limited
Remote Data Entry & Admin Specialist (Flexible Hours)
Top Level Promotions
Financial Planning Admin Specialist – North London
Artemis Recruitment Consultants Ltd
FINANCIAL ADMINISTRATOR (IFA) - LONDON
Artemis Recruitment Consultants Ltd
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Leapfrog Recruitment Consultants
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RGH-Global Limited
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IFA Administrator: Elevate Client Care & Back-Office Precision
Job summary
A reputable financial planning firm in Liverpool is seeking an organized and client-focused IFA Administrator. In this role, you will manage client queries, maintain accurate records, and assist in financial planning. You should have at least 1 year of experience in financial services, strong communication skills, and a proactive approach to resolving issues. This position offers opportunities for professional development and a supportive team environment.
Benefits
Qualifications
- Minimum of 1 years experience in an IFA or financial services administration role.
- Understanding of investment and pension processes.
- Strong written and verbal communication skills.
Responsibilities
- Managing client and provider queries with professionalism and urgency.
- Maintaining and updating client records, valuations, and documentation.
- Assisting with the implementation of financial planning recommendations.
Skills
Tools
* 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.