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IFA Administrator

  • Merseyside, Liverpool, Merseyside, Liverpool
  • Permanent
  • up to £32,000 plus company benefits and bonus

Job details.

IFA Administrator
Location: Liverpool
Salary: Up to £32,000 + Company Benefits + Annual Bonus

Are you an experienced IFA Administrator looking to take the next step in your career? Join one of the UK's largest and most prestigious Wealth & Investment Management organisations in their busy Liverpool offices.

About the Role:
As a IFA Administrator, you will be an integral part of the Wealth Management team, providing high-quality administrative support to Financial Advisors and clients. You’ll play a key role in ensuring the smooth processing of financial planning cases, from client onboarding to ongoing portfolio management.

Key Responsibilities:

  • Supporting Financial Advisors with preparation of client reports and documentation
  • Liaising with clients, financial institutions, and internal teams to ensure accurate and timely processing of new business applications
  • Obtaining client policy information
  • Letters of Authority
  • Use of various provider Platforms
  • Managing client correspondence and maintaining up-to-date client records
  • Preparing reports and financial summaries to assist with meetings and reviews
  • Ensuring compliance with regulatory standards and company procedures

What They're Looking For:

  • Previous experience in a financial planning or wealth management environment
  • Excellent organisational skills and attention to detail
  • Proficiency with financial planning software and MS Office suite
  • Strong communication and interpersonal skills to liaise effectively with clients and colleagues
  • Ability to manage multiple tasks and deadlines in a fast-paced environment

On Offer:

  • Competitive salary up to £32,000, depending on experience
  • Attractive company benefits including a pension scheme, private healthcare, and more
  • Annual performance-related bonus
  • A supportive and collaborative work culture with opportunities for career development
  • Study support towards CII Diploma Regulated Financial Planning
  • Full time or Part time (4 days per week) considered
  • Flexible hybrid working available after probationary period

Why Join them?
As part of one of the UK's most respected Wealth & Investment Management firms, you’ll be joining a team that values excellence and client service. This company invest in their people and offer opportunities for professional development in a dynamic and thriving environment.

IFA Administrator
Location: Liverpool
Salary: Up to £32,000 + Company Benefits + Annual Bonus

Are you an experienced IFA Administrator looking to take the next step in your career? Join one of the UK's largest and most prestigious Wealth & Investment Management organisations in their busy Liverpool offices.

About the Role:
As a IFA Administrator, you will be an integral part of the Wealth Management team, providing high-quality administrative support to Financial Advisors and clients. You’ll play a key role in ensuring the smooth processing of financial planning cases, from client onboarding to ongoing portfolio management.

Key Responsibilities:

  • Supporting Financial Advisors with preparation of client reports and documentation
  • Liaising with clients, financial institutions, and internal teams to ensure accurate and timely processing of new business applications
  • Obtaining client policy information
  • Letters of Authority
  • Use of various provider Platforms
  • Managing client correspondence and maintaining up-to-date client records
  • Preparing reports and financial summaries to assist with meetings and reviews
  • Ensuring compliance with regulatory standards and company procedures

What They're Looking For:

  • Previous experience in a financial planning or wealth management environment
  • Excellent organisational skills and attention to detail
  • Proficiency with financial planning software and MS Office suite
  • Strong communication and interpersonal skills to liaise effectively with clients and colleagues
  • Ability to manage multiple tasks and deadlines in a fast-paced environment

On Offer:

  • Competitive salary up to £32,000, depending on experience
  • Attractive company benefits including a pension scheme, private healthcare, and more
  • Annual performance-related bonus
  • A supportive and collaborative work culture with opportunities for career development
  • Study support towards CII Diploma Regulated Financial Planning
  • Full time or Part time (4 days per week) considered
  • Flexible hybrid working available after probationary period

Why Join them?
As part of one of the UK's most respected Wealth & Investment Management firms, you’ll be joining a team that values excellence and client service. This company invest in their people and offer opportunities for professional development in a dynamic and thriving environment.

Sector:

  1. Financial Services
  2. Financial Planning

David Everingham

Financial Services

Contact Us

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