Financial Services Administrator
13 hours ago
Our client, a wealth management firm in Liverpool, is seeking an experienced IFA Administrator to join their team. Due to internal promotions, this role offers a unique opportunity for progression and study support.
Job DescriptionAs an IFA Administrator, you will be responsible for:
- Managing the client review service cycle from start to finish
- Coordinating with clients to arrange annual reviews and preparing review packs, including valuations and compliance documents
- Maintaining accurate client data on our in-house system
- Attending client meetings with advisers, taking notes and preparing file notes
- Preparing and sending relevant paperwork to clients on behalf of the adviser
- Assisting with ad-hoc data projects
To be successful in this role, you will need:
- Experience in an IFA or similar financial services business
- A good understanding of pensions or investments
- Strong attention to detail and ability to work accurately
- Self-motivation and willingness to take initiative
- Excellent organisational skills with the ability to adapt and multitask
- Experience with Intelligent Office or similar systems would be advantageous
In return, you will receive:
- A competitive salary of £25,000-£28,000
- 25 days' holiday
- Company pension
- Life assurance
- Study support for relevant qualifications
- Development opportunities
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