Ifa Administrator

3 weeks ago


Liverpool, United Kingdom Templegate Full time

**TEMPLEGATE RECRUITMENT**
**Financial Services Specialist Recruiters**

**Job Title**: IFA Administrator

**Location**: Liverpool

**Salary**: £25,000 to £30,000 (depending on experience and qualifications)

**About the Company**:
You will be working on behalf of a highly successful, IFA firm who provide comprehensive financial planning and investment advice, they are seeking a Professional IFA Administrator

**What Your Day to Day Duties Will Include as a IFA Administrator**:

- Submitting new business, monitoring and tracking through to completion
- First point of contact for a regulated firm’s clients, and product providers
- Creating professional & accurate written correspondence, whilst complying with the regulated firm’s documentation standards
- Deal effectively with queries from clients and other parties through effective communication.
- Liaise with product providers and other third parties.
- Obtain information, quotes, illustrations and product details for analysis.
- Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties.
- Client communications and client related communications require to be recorded on the client’s file in line with company policy

**What is Needed to Be Considered as a IFA Administrator**:

- Financial Planning qualification are not essential, but preferred.
- Financial Services Experience necessary
- Excellent interpersonalskills, both written and verbal
- If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client._
- In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements._

**Job Types**: Full-time, Permanent

**Salary**: £25,000.00-£30,000.00 per year

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Liverpool: reliably commute or plan to relocate before starting work (required)

Work Location: One location

Reference ID: IFAAdminLiverpool


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