IFA Administrator

Job Description

IFA Administrator, Full Time, Liverpool, Permanent, Hybrid model

Your new company My client, a leading Financial Planning organisation based in Liverpool, is seeking a professional IFA Administrator to join their team on a permanent basis. With over 70 years of experience in providing bespoke services, they have an exceptional reputation across the city.

If your skills, experience, and qualifications match those in this job overview, do not delay your application.
Your new role The position is being offered full-time Monday to Friday with standard office hours in place. A hybrid option is also in place, working from home one day per week. The company will support individuals wanting to gain their diploma status.

This position is essentially an IFA Support Administrator. Some of your duties will include but not limited to Responding promptly to client enquiries regarding their existing arrangements and any changes in circumstances

Liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their personal finances.

Producing detailed review reports and portfolio valuations for client review meetings.

Carrying out in-depth analysis of many different types of financial contracts.

Keeping the back office system up to date with client info and provider contacts.

Putting business on the system accurately with commission/fee expectations and preparing paperwork for scanning.

Completing application forms, fact finding, producing accurate illustrations, understanding remuneration requirements
What you'll need to succeed
Proven history of an IFA administration background

Strong organisational capability Exceptional eye for detail

Strong communication skills, both written and verbal A professional and personable approach Passionate about going that extra mile
What you'll get in return Competitive salary at between £25,000 and £30,000 per annum The company will support individuals wanting to gain their diploma status. xekaoyc 25 days holiday plus bank holidays Death in service: 4 x Salary Company Pension
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. # 4759996