Financial Services Administrator

1 month ago


Liverpool, Liverpool, United Kingdom Page Personnel Sales Full time

About Our Client

We are a wealth management firm in Liverpool seeking an IFA Administrator to join our team. Due to internal promotions, this role offers progression and study support.

Job Description

As IFA Administrator, you will be responsible for:

  • Managing client review service cycle end to end
  • Coordinating with clients to arrange annual reviews
  • Preparing review packs - preparing valuations, checking compliance documents etc
  • Maintaining client data on in-house system
  • Attending client meetings with advisers, taking notes/minutes, and preparing file notes
  • Preparing and sending relevant paperwork to clients on behalf of adviser
  • Ad hoc data projects

The Successful Applicant

The successful candidate for this IFA Administrator role must have:

  • Experience, ideally, within an IFA or similar financial services business
  • Understanding of pensions or investment would be nice to have
  • Strong attention to detail and work accurately
  • Self-motivated and willing to take initiative
  • Strong organisational skills with ability to adapt and multi-task
  • Experience of Intelligent Office or similar would be advantageous

What's on Offer

You will get in this role:

  • £25,000-£28,000
  • 25 days holiday
  • Company pension
  • Life assurance
  • Study support for relevant qualification
  • Development opportunities


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