Current jobs related to IFA Client Administrator - Liverpool - Finli Group Ltd

  • Ifa Administrator

    4 months ago

    Liverpool, United Kingdom Page Personnel Full time

    Exciting IFA Administrator Opportunity - Thriving Firm **About Our Client**: This IFA business has been established for nearly 20 years, with a strong staff count and an ever growing team. They were formed with several clear goals, and continue to build their name is the market for being straight forward financial advisors. This business have a great...

  • Ifa Administrator

    3 months ago

    Liverpool, United Kingdom Prestige Recruitment Group Full time

    **IFA Administrator** **Salary**: £28,000 - £32,000. Liverpool Merseyside based Financial Planning firm which is near Southport is looking to recruit an experienced IFA Administrator due to the internal growth of the business. This role also offers hybrid working from home 2-3 days a week. This Financial Services firm is known for a low staff turnover...

  • IFA Administrator

    2 weeks ago

    Liverpool, United Kingdom Ortus PSR Full time

    IFA Administrator – Join a growing, Independent Financial Planning Firm! Are you passionate about supporting financial professionals while making a real difference in people’s lives? Our clients Financial Planning team are fiercely independent, Chartered based in Liverpool, and they are looking for a dedicated IFA Administrator to join their mission of...

  • Senior Ifa Administrator

    4 months ago

    Liverpool, United Kingdom Page Personnel Full time

    Senior IFA Administrator - Exciting Opportunity - Wealth Management **About Our Client**: This growing financial services business have been established for a number of years and currently have 4 offices across the north west. Their varied portfolio of services are based on partner-led, personal relationships which ultimately give their clients peace of...

  • IFA Administrator

    1 week ago

    Liverpool, United Kingdom Ortus PSR Full time

    IFA Administrator – Join a growing, Independent Financial Planning Firm! Are you passionate about supporting financial professionals while making a real difference in people’s lives? Our clients Financial Planning team are fiercely independent, Chartered based in Liverpool, and they are looking for a dedicated IFA Administrator to join their mission of...

  • Senior Ifa Administrator

    4 months ago

    Liverpool, United Kingdom Cranleigh Personnel Full time

    **Senior IFA Administrator / Wealth Planning Administrator** **Based Liverpool - Hybrid Working and Flexible Hours** **Salary £28,000 - £40,000 depending upon experience** Are you currently working as a Senior IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge? **Then we have the role for...

  • IFA Administrator

    4 weeks ago

    Liverpool, United Kingdom enable Recruitment Full time

    We are thrilled to have partnered with a leading independent financial advice firm in Liverpool, who are actively looking for a IFA Administrator to join their team! Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK and...

  • Ifa Administrator

    4 months ago

    Liverpool, United Kingdom Page Personnel Full time

    Fantastic Financial Services Opportunity - Growing Organisation - Liverpool city centre **About Our Client**: Established nearly 40 years ago, this firm is one of the most experienced in the industry and have a network of offices and cover extensively across the North West. They are now in the market for a Financial Services Administrator to join to...

  • Ifa Administrator

    4 months ago

    Liverpool, United Kingdom Idex Full time

    My client is currently looking for an IFA Administrator to join them in Liverpool. **The Role**: - To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards - To work closely with the aligned Financial Planners to...

  • Ifa Client Support

    4 months ago

    Liverpool, United Kingdom Idex Full time

    My client is a Chartered IFA firm in the heart of Liverpool City Centre and they are currently looking for an experienced Client Support. The Client Manager Support role is primarily an administrative role, supporting the Adviser and Paraplanner in dealing with clients and providers. Typical activities will include: - Supporting the Client Manager team in...

  • IFA Administrator

    2 weeks ago

    Liverpool, Liverpool, United Kingdom Page Personnel Finance Full time

    About the RoleWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Page Personnel Finance. As an IFA Administrator, you will play a crucial role in supporting our financial services business.Key ResponsibilitiesManage client review service cycles from start to finish, ensuring seamless execution and timely...

  • IFA Administrator

    2 weeks ago

    Liverpool, Liverpool, United Kingdom Page Personnel Finance Full time

    About the RoleWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Page Personnel Finance. As an IFA Administrator, you will play a crucial role in supporting our financial services business.Key ResponsibilitiesManage client review service cycles from start to finish, ensuring seamless execution and timely...

  • Junior Ifa Administrator

    4 months ago

    Liverpool, United Kingdom Ortus PSR Full time

    Are you seeking a rewarding career opportunity in the financial services industry? Look no further! We are recruiting on behalf of a highly regarded and award-winning Independent Financial Advisor (IFA) firm, who are currently expanding their team. This leading IFA firm are offering a salary up to £24,000. **Responsibilities**: Work closely with everyone...

  • Financial Services Administrator

    7 days ago

    Liverpool, Liverpool, United Kingdom Page Personnel Sales Full time

    Job Title: IFA Administrator **About the Role** We are seeking an experienced IFA Administrator to join our team at Page Personnel Sales. As an IFA Administrator, you will play a crucial role in supporting our financial advisors in delivering exceptional client service. **Key Responsibilities** * Prepare portfolio valuations and produce illustrations for...

  • Financial Services Administrator

    7 days ago

    Liverpool, Liverpool, United Kingdom Page Personnel Sales Full time

    Job Title: IFA Administrator **About the Role** We are seeking an experienced IFA Administrator to join our team at Page Personnel Sales. As an IFA Administrator, you will play a crucial role in supporting our financial advisors in delivering exceptional client service. **Key Responsibilities** * Prepare portfolio valuations and produce illustrations for...

  • IFA Administrator

    2 weeks ago

    Liverpool, Liverpool, United Kingdom Ortus PSR Full time

    Job Summary:Ortus PSR is seeking a highly organized and detail-oriented IFA Administrator to provide exceptional support to our Financial Planning team. As a key member of our team, you will play a vital role in ensuring the smooth operation of our financial planning services.Key Responsibilities:Provide administrative support to our Financial Planners,...

  • IFA Administrator

    2 weeks ago

    Liverpool, Liverpool, United Kingdom Ortus PSR Full time

    Job Summary:Ortus PSR is seeking a highly organized and detail-oriented IFA Administrator to provide exceptional support to our Financial Planning team. As a key member of our team, you will play a vital role in ensuring the smooth operation of our financial planning services.Key Responsibilities:Provide administrative support to our Financial Planners,...

  • Administrator

    4 months ago

    Liverpool, United Kingdom Rathbones Full time

    A rewarding place to work. At Rathbones, We invest in everyone's tomorrow - that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. **Job Title**: Administrator **Department**: Operations - Fees **Location**:...

  • Financial Services Administrator

    2 days ago

    Liverpool, Liverpool, United Kingdom Page Personnel Sales Full time

    About Our ClientPage Personnel Sales is proud to partner with a leading wealth management firm in Liverpool to recruit an experienced IFA Administrator.Job DescriptionAs an IFA Administrator, you will be responsible for managing the client review service cycle from start to finish, coordinating with clients to arrange annual reviews, and preparing review...

  • Financial Services Administrator

    2 days ago

    Liverpool, Liverpool, United Kingdom Page Personnel Sales Full time

    About Our ClientPage Personnel Sales is proud to partner with a leading wealth management firm in Liverpool to recruit an experienced IFA Administrator.Job DescriptionAs an IFA Administrator, you will be responsible for managing the client review service cycle from start to finish, coordinating with clients to arrange annual reviews, and preparing review...

IFA Client Administrator

3 months ago

Liverpool, United Kingdom Finli Group Ltd Full time

Finli are a nationwide financial services provider that helps our clients live their best financial lives. We aim to deliver a fresh approach to financial advice. We do this by combining a people-first perspective with innovative financial tools. This helps our clients feel empowered on their path to prosperity.


We're looking for an experienced Client Administrator with proven IFA experience to join our supportive and dynamic team. You’ll work closely with the Administration Manager and a dedicated team to provide excellent client support and streamline administrative processes.


Main duties:

Client Administration Support and Servicing will include:


  • Providing proactive and dedicated assistance to Advisers
  • Managing Adviser’s diaries and arranging client meetings
  • Contacting clients by telephone / email / Portal to ensure that the processing of their advice is not held up
  • Liaising with internal and external stakeholders, such as providers, to chase outstanding requirements
  • Preparing meeting packs and papers and ensuring they are ready for client appointments
  • Processing new business.
  • Keying Illustrations, projections and Valuations.
  • Raise invoices where required, and ensure all remuneration records are correct, actively chasing Providers and Clients where remuneration is outstanding.
  • To comply at all times with the Compliance and Training and Competence Procedures of the Company.
  • Action post in and out, sort, prioritise on receipt, scan and refer to appropriate adviser as and when applicable within acceptable time scales.
  • Prioritise and action all activity entries allocated for your clients taking into consideration all the work being undertaken for the clients allocated to you.


Requirements:

Essential:

  • Experience of dealing directly with customers
  • Being a first point of contact for the adviser
  • Managing Adviser diaries/booking client meetings
  • Meet and greet clients / guests when visiting offices
  • Support team members, work as a one team mentality
  • Assist with client data entry
  • Preparing meeting packs and papers
  • Contacting clients by telephone / email / Portal to chase outstanding requirements
  • Documenting outputs of telephone calls from clients, Adviser, Solicitors, lenders, and business partners in the relevant system to provide an audit trail
  • Opening, sorting and scanning of post
  • Cross team collaboration with linked business teams and functions
  • Able to manage multiple tasks and activities


Preferred:

• Knowledge of Curo and Dynamic Planner

• Oversight and data quality monitoring


What we can offer:

  • An interesting role with strong potential for personal growth and development as the company continues to grow.
  • An opportunity to work with collaborative colleagues in the Client Support and Service, Adviser and Paraplanning Teams who are committed to an excellent level of service delivery.
  • Competitive remuneration - dependent on skills and experience.