Your newpany
My client, a leading Financial Planning organisation based in Liverpool, is seeking a professional IFA Administrator to join their team on a permanent basis.
With over 70 years of experience in providing bespoke services, they have an exceptional reputation across the city.
Your new role
The position is being offered full-time Monday to Friday with standard office hours in place. A hybrid option is also in place, working from home one day per week.
Thepany will support individuals wanting to gain their diploma status.
This position is essentially an IFA Support Administrator.
Some of your duties will include but not limited to
Responding promptly to client enquiries regarding their existing arrangements and any changes in circumstances
Liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their personal finances.
P roducing detailed review reports and portfolio valuations for client review meetings.
Carrying out in-depth analysis of many different types of financial contracts.
Keeping the back office system up to date with client info and provider contacts.
Putting business on the system accurately withmission/fee expectations and preparing paperwork for scanning.
What you'll need to succeed
Proven history of an IFA administration background
Strong organisational capability
Exceptional eye for detail
Strongmunication skills, both written and verbal
A professional and personable approach
Passionate about going that extra mile
What you'll get in return
petitive salary at between £25,000 and £30,000 per annum
Thepany will support individuals wanting to gain their diploma status.
25 days holiday plus bank holidays Death in service: 4 x Salary