IFA Administrator

2 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 beyond.If you are a detailed-orientated professional with a passion for financial planning and client service, we’d love to hear from youWhat you'll be doing:
  • Provide administrative support to the Paraplanning & Advice team with duties such as preparing client packs, processing new business, and arranging meetings
  • First point of contact for client queries and resolutions of any issues
  • Onboarding new clients to the company and following new account opening processes
  • Staying up to date with FCA requirements and Compliance Policies
What you need to apply:
  • Proficient experience with administration in a wealth management environment
  • Strong understanding of Microsoft Office Suite and back office systems such as Intelligent Office
  • 2+ years industry experience within the wealth management sector or financial services
  • Working towards industry relevant qualifications such as DipPFS
What's in it for you?
  • A basic salary of up to £30,000 dependent on experience and qualifications
  • Social opportunities throughout the year
  • Opportunity to work abroad
  • Exam funding and support
  • Progression opportunities into different areas of the business, depending on which way you see your career heading

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