A IFA Administrator is being recruited for a successful wealth management firm based in Liverpool.

Client Details

Due to internal promotions, this firm is looking to recruit an IFA Administrator and allow someone to take on a role that will offer progression as well as study support.

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

Profile

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

Job 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