Senior Ifa Administrator

5 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 you**

**The role/company**

Our client is a boutique, independent wealth planning company based in Liverpool City centre.

They are now looking for an experienced Senior IFA Administrator / Wealth Planning Administrator to join their team. They are part of a larger Accountancy Practice and so in total there are 60 in the Liverpool office.

**Key responsibilities of the role**:

- Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
- Liaising with the financial advisers as appropriate
- Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
- Making sure all relevant documentation held within a client file is compliant
- Back office maintenance

**Who this role would suit.**
- This would suit either some who is already working as an IFA Administrator / Wealth
- Planning Administrator who loves the client contact / admin side of the role
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients

**Additional information**:

- Hybrid working - 3 days in the office, 2 x days working from home
- Flexible working hours - ability to start and leave earlier / later
- 25 x days holiday + BH

**Salary up to £40,000 depending upon experience**

If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.

**Salary**: £28,000.00-£40,000.00 per year

Schedule:

- Monday to Friday

Application question(s):

- Do you have at least 2 years experience as an IFA administrator?

Work Location: In person



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