Ifa Administrator

7 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 provide administrative support the financial advisers in the firm. Day to day duties will include:

- Inputting and maintaining data on the back office system
- Update and manage a diary system, taking action when required
- Format and prepare letters and documents
- Support advisers in managing their pipeline and portfolio of existing business
- Communicating with life offices and investment houses when requesting information
- Undertake filing duties when required
- Maintain client records
- Submitting new business
- Ensure client service level agreements are being met
- Keeping up to date with all relevant product, legislative and technical changes
- Submit investment purchases/fund switches as per adviser recommendations
- Managing client reviews, including preparing client valuations
- Preparing client reports - these may be in relation to pensions, investments, IHT planning and other associated financial planning requirements

**The Successful Applicant**:
The successful applicant must have the following skills and experience:

- Experience working in an IFA environment or financial services in an admin support role
- Strong MS office knowledge, particularly Excel and spreadsheets
- Strong communication skills, able to talk to clients and stakeholders in an effective way
- Proactive attitude with a desire to learn
- Able to work as part of a team as well as independently
- Well organised and able to work in a fast paced environment
- Excellent attention to detail and high level of accuracy

**What's on Offer**:
As Financial Services Administrator, you will get:

- Salary will be negotiable depending on experience
- 25 days holiday
- Pension contribution
- Flexible working hours
- Good company environment



  • 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...


  • 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

    6 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...

  • Administrator

    7 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**:...


  • East Liverpool, Ohio, United Kingdom IT Bods Ltd Full time

    IT Bods Ltd is a leading financial planning organisation that prides itself on its team-oriented approach and commitment to employee growth.Job SummaryWe are searching for a highly organised IFA Administrator to support our team in delivering exceptional client service. This role requires a proactive individual with experience in a similar administrative...

  • Administrator

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

  • Ifa Client Support

    7 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...

  • Senior Administrator

    7 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. **Department**: Operations - Fees **Salary**: Competitive with an excellent...


  • Liverpool, United Kingdom Prestige Recruitment Group Full time

    **Financial Services Administrator** **Salary**: £23,000 - £28,000 Liverpool This financial services firm is based on the outskirts of Liverpool with free parking. Merseyside based Financial Planning firm is looking to recruit an experienced Financial Services Administrator. This Financial Services firm is known for a low staff turnover. **This role...


  • Liverpool, Liverpool, United Kingdom Page Personnel Sales Full time

    PAGE Personnel Sales are recruiting an experienced Pensions Administration Coordinator to join our team in Liverpool. The successful candidate will be responsible for managing the client review service cycle, from initial contact to completion.About the RoleManage the client review service cycle end to end.Coordinate with clients to arrange annual...


  • Liverpool, Liverpool, United Kingdom Page Personnel Sales Full time

    We are seeking an experienced Financial Services Administrator to join our team in Liverpool.Job DescriptionManage the client review service cycle end to end.Coordinate with clients to arrange annual reviews.Prepare review packs, including valuations and compliance documents.Maintain accurate client data on our in-house system.Attend client meetings with...

  • Practice Manager

    2 months ago


    Liverpool, United Kingdom Synchronicity Financial Services Full time

    Our client is a growing IFA practice who are looking to hire a Practice/Operations Manager to join their team. This is a broad ranging role covering a range of responsibilities from general admin to finance, HR and marketing. We are looking for someone with similar operational experience gained within an IFA and good team-management experience as this role...

  • Practice Manager

    2 months ago


    Liverpool, United Kingdom Synchronicity Financial Services Full time

    Our client is a growing IFA practice who are looking to hire a Practice/Operations Manager to join their team. This is a broad ranging role covering a range of responsibilities from general admin to finance, HR and marketing. We are looking for someone with similar operational experience gained within an IFA and good team-management experience as this role...

  • Practice Manager

    2 months ago


    Liverpool, United Kingdom Synchronicity Financial Services Full time

    Our client is a growing IFA practice who are looking to hire a Practice/Operations Manager to join their team. This is a broad ranging role covering a range of responsibilities from general admin to finance, HR and marketing. We are looking for someone with similar operational experience gained within an IFA and good team-management experience as this role...


  • East Liverpool, Ohio, United Kingdom IT Bods Ltd Full time

    We are seeking an experienced IFA/Financial Adviser Administrator to support our team in providing exceptional client service. As an integral part of our team, you will handle various administrative tasks to ensure smooth operations.Job DescriptionProcess applications for Investment, Pensions and Protection products in collaboration with Financial...


  • Liverpool, United Kingdom Mitchell Hall Consulting Full time

    Wealth Planning Practice - Client Relationship Manager roleMy client is a Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting a Client Relationship Manager to join their Liverpool office.You'll be supporting the IFA Administrators, Financial Planners & Paraplanners,...

  • Practice Manager

    1 month ago


    Liverpool, United Kingdom Synchronicity Financial Services Full time

    Job Description Our client is a growing IFA practice who are looking to hire a Practice/Operations Manager to join their team. This is a broad ranging role covering a range of responsibilities from general admin to finance, HR and marketing. We are looking for someone with similar operational experience gained within an IFA and good team-management...


  • Liverpool, United Kingdom CV-Library Full time

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


  • Liverpool, United Kingdom Mitchell Hall Consulting Full time

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


  • East Liverpool, Ohio, United Kingdom IT Bods Ltd Full time

    IT Bods Ltd is a well-respected client-focused financial planning organisation that values its team and supports professional growth.Role OverviewWe are looking for a proactive, detail-oriented IFA Administrator to join our team who can work closely with the Financial Advisers and ensure their clients receive an exceptional service experience. Ideally you...