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IFA Administrator Hybrid
3 months ago
Our clients are a highly regarded Wealth Management Firm based in Liverpool who require an experienced IFA Administrator for their busy team. They have been established for over 50 years and remain fully independent.
- Research - carrying out in depth analysis of many different types of financial contracts.
- Client servicing - responding promptly to client enquiries regarding their existing arrangements and any changes in circumstances.
- Updating system - keeping back office system up to date with client info and provider contacts.
- Preparing packs for meetings - completing application forms, fact find, producing accurate illustrations, understanding remuneration requirements.
- Business Submission - putting business on system accurately with commission/fee expectation and preparing paperwork for scanning.
- Reviews - producing detailed review reports and portfolio valuations for client review meetings.
Salary will depend on the individuals experience & financial exams obtained to date.
25 days holiday entitlement per year.
Death in service: 4 x Salary
Pension: ERS 5%, EES 4% (percentages need to be confirmed)
On going development and support in gaining diploma status.
