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Job Advert: IFA Administrator - Liverpool
Are you an organized and detail-oriented professional looking for a dynamic role in financial services?
Our client are currently looking for an IFA Administrator to join their supportive and professional team in Liverpool. This role is perfect for someone who thrives in a fast-paced environment, enjoys variety, and takes pride in delivering exceptional service.
About the RoleAs an IFA Administrator, you will provide vital support to ensure their clients and colleagues receive a high-quality experience. Key responsibilities include:
- Preparing client meeting documents and maintaining accurate client records.
- Managing Letters of Authority (LOA) processes and submitting new business applications.
- Processing fund switches, Bed & ISAs, and handling general administrative tasks.
- Monitoring workflows and managing tasks in our back-office systems.
- Liaising with clients, providers, and contractors via phone, email, and in person.
- Maintaining high professional standards in office organization and client service.
Your role will also involve supporting colleagues with ad-hoc tasks, projects, and ensuring compliance with company policies.
On OfferThis company value their team and provide a range of benefits to ensure a supportive and rewarding work environment:
- Holidays: 22 days (plus Christmas to New Year closure and bank holidays), with the option to buy or sell holidays.
- Pension: Auto-enrolment pension scheme.
- Life Assurance: 4x salary death in service benefit.
- Sick Pay: Company sick pay scheme.
- Health Benefits: Bupa cashback plan.
- Financial Perks: Prepaid cashback debit card, fee-free financial health checks, and discounted ongoing review services.
- Professional Development: Opportunities to learn and grow within a supportive environment, including study support towards the Diploma Financial Planning and opportunities to progress your career into Paraplanning or other areas of the business.
About YouWe’re looking for someone who is:
- Organized with exceptional attention to detail.
- A team player with excellent communication skills (written and verbal).
- Proficient in IT and able to manage multiple tasks efficiently.
- Client-focused with a proactive and adaptable approach.
- Eager to learn and develop within the financial services industry.
- Candidates should have previous experience within Administration, ideally as an IFA Administrator
Location: LiverpoolSalary: £17,500 - £26,500, depending on qualifications and experience.
Why Join Us?This is a fantastic opportunity to work with a collaborative team in a professional environment. Whether you’re looking to advance your career or start a new chapter, we’re here to support your journey.
