IFA Administrator

Fram Search

Posted a day ago, valid for 19 days

Liverpool, Merseyside L96GB, England

Full Time

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Sonic Summary

Fram is partnering with a well-established financial planning firm in Liverpool seeking a motivated Administrator for their Advisor Support team.
The role has opened due to internal progression, with the previous administrator moving into a paraplanning position.
Candidates should have experience in financial services administration, along with a working knowledge of platforms and a proactive mindset.
This position offers the opportunity to grow within a company dedicated to providing top-notch financial advice to high-net-worth clients.
The salary for this role is competitive, and candidates are expected to have at least one year of relevant experience.

Career progression
Platform knowledge
Financial Services experience

Fram is excited to partner with an established Financial planning firm company based in Liverpool. Our client deal with HNW and they are looking for a motivated Administrator to join their Advisor Support team. This opportunity has arisen due to internal progression where an administrator has transitioning to a paraplanning role. If you're passionate about making a difference in the world of advice, this is an incredible opportunity to grow your career in a company committed to giving the best advice to their clients. Key Responsibilities:

Gathering information – liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their personal finances.
Research – carrying out in depth analysis of many different types of financial contracts.
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.
Preparing packs for meetings – completing application forms, fact find, producing accurate illustrations, understanding remuneration requirements.
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.

An ideal candidate will have some experience in financial services administration. A working knowledge of platforms and a proactive mindset and a desire to work towards a Diploma in Financial Planning.

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