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- Annual Salary: Up to £30k (depending on experience)
- Location: Liverpool City Centre (Hybrid Working)
- Job Type: Full-time
We are seeking an IFA Support Administrator to join an established and successful wealth management firm in Liverpool City Centre. This role is ideal for individuals aiming to progress their career and who are able to provide high-level administrative support within a wealth management firm. The successful candidate will be involved in a variety of tasks from client servicing to business submission, ensuring accuracy and efficiency in all processes. This role offers support toward gaining your Diploma qualification, including financial support and time off for exams.
Day-to-day of the role:- Liaising with product providers, human resources, other third parties and clients to obtain detailed information about their personal finances
- Client servicing including query management
- Keeping back office system up to date with client info and provider contacts
- Preparing packs for meetings
- Producing detailed review reports and portfolio valuations
- Experience in a similar role within the financial services industry is preferred
- Strong organisational and communication skills
- Proficiency in using financial software and back office systems
- Ability to handle multiple tasks and maintain attention to detail
- Knowledge of financial products and services
- A proactive approach to problem-solving and client service
- Support toward Diploma qualification
- Competitive salary up to £30k, depending on experience
- 25 days holiday entitlement per year plus 8 bank holidays
- Death in service benefit: 4x Salary
- 5% Employer pension contribution
To apply for the IFA Support Administrator position, please submit your CV or contact Rhyan Scott at Reed's Glasgow office for more information.
