Ifa Support Administrator

2 weeks ago


Liverpool, United Kingdom GCB Agency Recruitment Full time

Location:
Merseyside, Liverpool
- Discipline:
Financial Services
- Job type:
Permanent
- Benefits:
£20,000 - £25,000
- Published:
2023-06-01
- Expiry date:
2023-07-13
- Reference:
3584

We are currently looking for an IFA Support Administrator to join our clients, an established independent, chartered financial planning firm, based in Liverpool. This is a fantastic opportunity to join an established but growing business and develop your career in Financial Services. They know that every client, whether you are an individual or a company, is unique. That is why their approach is unique, understanding your individual needs and aspirations, and completely tailored around building solutions that work for you.

**Working hours**:
As an IFA Support Administrator, you’ll be required to work Monday - Friday 9 am - 5 pm. This is a full-time role, but my clients will also consider someone on a part-time basis.

**The successful IFA Support Administrator will be offered**:

- £20,000 - £25,000
- Life Cover 4x salary.
- Critical Illness 2x salary.
- PMI Vitality Health - Business Health Insurance.
- Health Cash Plan BHSF - PS Advantage Level 1.
- Income Protection 75% of salary (plus pen contributions at 4% scheme salary and NI contributions at the not contracted out rate).
- After 3 months, eligible employees are auto-enrolled in a pension scheme with Aegon - currently 4% Employer and 5% (gross) Employee.
- All statutory bank holidays and 25 days paid holidays.
- Discretionary bonuses twice a year (depending on personal and company performance).

**To be considered for the IFA Support Administrator role you must have**:

- Good time management skills.
- Friendly and helpful.
- Flexible and able to prioritise a changing to-do list.
- Ability to work independently and in a team.
- Detail-oriented and accurate.
- Trustworthy and reliable.
- Self-motivated.
- Articulate and a good communicator.
- Good IT skills.
- Enthusiastic.

**As an IFA Support Administrator, your role will involve the following**:

- Telephone.
- Post.
- Filing/Diary.
- General office tidiness.
- Greeting visitors.
- Data input.
- Obtaining information from Financial Institutions.
- Project work.

This job has been posted by GCB Agency Recruitment Ltd who is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.


  • Ifa Administrator

    3 weeks ago


    Liverpool, Liverpool, United Kingdom Mitchell Hall Consulting Full time

    Wealth Planning Practice - IFA Administrator role My client is an IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their Liverpool office. You'll be supporting the Financial Planners & Paraplanners,...


  • Liverpool, United Kingdom Page Personnel - UK 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...


  • Liverpool, United Kingdom Page Personnel Sales Full time

    They were formed with several clear goals, and continue to build their name is the market for being straight forward financial advisers. This business have a great culture and really nurture their staff and let people carve out their own careers. They have a network of offices around the UK and are continuing to grow through organic growth and through...

  • Administrator

    4 weeks 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. The Team The team is also responsible for the collection of fees on behalf of...


  • Liverpool, United Kingdom Reed Business Support Full time

    **Sales Support Administrator - £20,000pa - plus various benefits.** We are recruiting for an ever growing, family run company based in south Liverpool. Working as part of a busy sales team, you will provide administration and general customer service support. Our client are very staff focused, offer excellent benefits and development...


  • Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Type of Position: Client Services Administrator - Liverpool Pay: £24k - £28k Client Services Administrator - Liverpool We are working with a well-established wealth management firm based in Liverpool looking for an experienced Client Services Support Administrator to join their busy team. The right candidate will be flexible and dedicated, with...

  • Administrator

    7 days ago


    Liverpool, United Kingdom Reed Business Support Full time

    ** Temporary Administrator** - to assist with a busy Money management team with general administration and calls. We are looking for a Temp to assist with an ongoing project within a busy team. We require someone who has experience within administration, good IT skills and any form of telephone based experience for a short term project. If you are...


  • Liverpool, United Kingdom Resolve Energy Ltd Full time

    Are you a dynamic and organized professional with a passion for supporting sales teams? Resolve Energy, a leading player in the energy solutions industry, is seeking a Sales Support Administrator to join our growing team in Liverpool City Centre. If you thrive in a fast-paced environment, possess excellent organizational skills, and are committed to...

  • Administrator

    7 days ago


    Liverpool, United Kingdom Meridian Business Support Full time

    TH-83 Posted: 24/11/2023 - £10.42 to £11.44 Per: hour - Liverpool, North West, - Temporary - Meridian Health are looking for an Administrator to work in Liverpool - Job Role requirements- Experience of working in a customer service environment/administrative dealing with the public especially over the telephone. - Data input - both textual and numerical -...

  • Administrator

    6 days ago


    Liverpool, United Kingdom Page Personnel Secretarial & Business Support Full time

    Page Personnel are working hand in hand with a reputable accountancy firm to recruit for a Administrator. This role will be based in their brand new offices in Liverpool City Centre. **Client Details** This forward thinking Accountancy firm are currently going through a rapid period of growth, due to this are opening a brand new office in Liverpool City...


  • Liverpool, United Kingdom Slflawyers Full time

    SLF Lawyers Administration & Office Support Jobs in All Australia Suggestions will appear below the field as you type Show classification list. Show classification list. Administration & Office Support Where Suggestions will appear below the field as you type subClassification: Administrative Assistants classification: Administration & Office...


  • Liverpool, United Kingdom Slflawyers Full time

    SLF Lawyers Administration & Office Support Jobs in All Australia Suggestions will appear below the field as you type Show classification list. Show classification list. Administration & Office Support Where Suggestions will appear below the field as you type subClassification: Administrative Assistants classification: Administration & Office...


  • Liverpool, United Kingdom Liverpool John Moores University Full time

    Applications are invited for the role of Administrative Support Officer to be based within the Academic Registry Team. You will provide a comprehensive service to support the work of the Academic Standards and Quality Team with a particular focus on Recognition of Prior Learning processes. In addition, you will provide administrative support to the Office...


  • Liverpool, United Kingdom Reed Business Support Full time

    **Legal Administration Assistant - ASAP start - city centre.** Are you currently looking for a new Administrative opportunity? Our client, a large legal firm based in Liverpool’s city centre, are currently looking for organised Administrators within two of their departments. Working for this modern and growing firm, you can expect excellent progression...


  • Liverpool, United Kingdom Essential Employment Full time

    Business Support Administrator needed in Liverpool £12.71ph PAYE – Reference: RQ1241303• To manage the confidential administrative support to the Business and Operations Manager and the staff at a full time Adult Education Centre. • To manage the administration support to ensure that standard administrative and clerical functions are carried out....


  • Liverpool, United Kingdom Allied Healthcare Full time

    Business Support Administrator needed in Liverpool £12.71ph PAYE - Reference: RQ1241303• To manage the confidential administrative support to the Business and Operations Manager and the staff at a full time Adult Education Centre. • To manage the administration support to ensure that standard administrative and clerical functions are carried out. •...

  • Paraplanner

    4 weeks ago


    Liverpool, United Kingdom Ortus PSR Full time

    The opportunity for an experienced Paraplanner to join a fantastic independent financial advisory company whose services provides bespoke financial lifestyle planning designed to help their clients enjoy life to the full! The Paraplanners role is to provide support which involves research, report writing, providing quotations and preparing the suitability...


  • Liverpool, United Kingdom Homes for Students Full time

    **Homes for Students is one of the UK’s leading providers of student accommodation.** **We currently have a vacancy for Operational Support Administrator based at our Liverpool Office, working 40 hours per week, 9am to 5.30pm Monday to Friday.** Working as part of the HFS central support team, the Operational Support Administrator will be responsible for...

  • Admin Worker

    4 weeks ago


    Liverpool, United Kingdom Active 8 Support Services Full time

    Based right next to Picton Clock, in Liverpool, Active 8 Support Services offers accommodation and support to young asylum seekers from around the world. The role covers Mon-Fri 9-5pm with very occasional flexibility. No weekend work applies. We are looking for interested & compassionate, dependable & reliable team-players, to work alongside us. The team...


  • Liverpool, United Kingdom Mainstream Fleet Services Full time

    **Business Support Administrator ( grade 4)** **Liverpool** **Mon to Fri 9am to 5.30pm** **Salary 26-30k per annum plus holiday pay** Local Authority are looking to recruit three Business Support Officer to join the Quality Assurance & Safeguarding Business Support Team, Children and Young People's Services. This is initially for 3...