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Ifa Administrator

2 weeks ago

Liverpool, United Kingdom Cranleigh Personnel Full time

**Job Title: IFA Administrator**

**Location: Liverpool**

**Salary: £22,000 - £25,000 depending upon experience**

Are you an IFA Administrator looking for your next role working within Financial Services?

Our client is currently looking for a IFA Administrator to join their growing team based in Liverpool. Working within a close knit, supportive and friendly team. This really is a lovely role with great career benefits including study support to gain diplomastatus.

**Job Role**:

- Gathering information - liaising with product providers, human resources, other third parties and the client to obtain detailed information about their personal finances.
- 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.