Support Administrator
3 days ago
IFA Support Administrator | Liverpool city centre | £22-£25k
We are currently recruiting for a Senior IFA Support Administrator within a professional service in Liverpool.
This role includes tasks such as
- Research - carrying out in depth analysis of many different types of financial contracts.
- Writing the suitability letter and other reports, eg pension shortfall analysis.
- Client servicing - responding promptly to client enquiries regarding their existing arrangements and any changes in circumstances.
- Updating system - keeping back-office system up to date with client info and provider contacts.
- Business Submission - putting business on system accurately with commission/fee expectation and preparing paperwork for scanning.
- Reviews - producing detailed review reports and portfolio valuations for client review meetings.
We require someone with several years of IFA experience and excellent administration experience.
If you think this role is for you, please APPLY NOW or contact Anna Nelson.
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