IFA Administrator

IFA Administrator

Location: Liverpool

About the Role

An established Wealth Management business based in Liverpool is looking to recruit an experienced IFA Administrator to join its team.

This is a great opportunity for someone with experience in financial services administration who enjoys supporting Financial Advisers, building strong client relationships and managing the day-to-day administration of new and ongoing business.

Key Responsibilities

• Provide administrative support to Financial Advisers and Paraplanners.

• Act as a point of contact for clients, providers and advisers.

• Process new and ongoing business across pensions, investments, ISAs, bonds and protection.

• Prepare client correspondence, reports and suitability report enclosures.

• Manage Letters of Authority and obtain policy and investment information.

• Produce portfolio valuations, tax packs and annual review documentation.

• Liaise with providers to resolve queries and ensure requests are completed.

• Monitor cases, chase outstanding requirements and keep business moving through to completion.

• Maintain accurate client records and update internal systems.

• Coordinate adviser diaries, appointments and client meetings.

• Support the wider administration team during busy periods.

About You

• Previous experience in an IFA or Wealth Management administration role.

• Good understanding of pensions, investments and financial services products.

• Experience supporting Financial Advisers or Wealth Managers.

• Strong organisational skills and the ability to manage a varied workload.

• Excellent communication skills and a professional, client-focused approach.

• High attention to detail and the ability to work effectively within a team.

Interested?

If you're an experienced IFA Administrator looking for your next opportunity in Liverpool, I'd love to hear from you.