Quick Questions:
Do you have experience in IFA Support?
Are you skilled in Inteliflo or similar back-office systems?
Are you looking for a role in Liverpool?
Benefits : 25 days holiday per year.
Pension scheme: Employer 5% / Employee 4% (to be confirmed).
Death in Service: 4x salary.
Exam support: costs, study materials, and 1 resit covered.
£500 salary increase per exam passed.
About the Company : Forward-thinking financial planning firm with a strong reputation for delivering tailored advice and outstanding client service. Our team is close-knit and collaborative, combining highly qualified paraplanners, experienced administrators, and dedicated advisers. Key Duties : 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.
Preparing packs for meetings completing application forms, fact find, producing accurate illustrations, understanding remuneration requirements.
Skills Required : Previous IFA administration experience (essential).
Strong proficiency with Intelliflo (essential).
Strong communication skills and confidence liaising with clients and providers.
Diploma in Regulated Financial Planning desirable but not essential (full exam support provided).
Apply Today For This IFA AdministratorRole : Submit your application now. A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the hiring manager. Other suitable roles may also be suggested. Note: Due to high application volume, individual feedback cannot be provided. If you havent heard from us within 7 days, please assume your application was unsuccessful.
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