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- Tasks: Support clients and colleagues in financial planning with vital administrative tasks.
- Company: Established financial planning business in Liverpool City Centre.
- Benefits: Competitive salary, generous holiday, hybrid working, and pension scheme.
- Other info: Great career growth opportunities and accessible location with public transport links.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in administrative support within financial services is preferred.
The predicted salary is between 24000 - 30000 £ per year.
IFA Administrator Liverpool City Centre (option to work 1 day at home) Monday to Friday, 9am - 5pm (35 hours per week) £24,000 - £30,000 (dependant on experience). Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator. The ideal candidate will have previous experience within an administrative support role within the financial services industry (previous experience within an IFA Administration role would be advantageous). As an IFA Administrator, you will provide vital support to ensure their clients and colleagues receive a high-quality experience.
Key responsibilities include:
- Gathering information: liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their personal finances.
- 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.
- Updating system: keeping back office system up to date with client info and provider contacts.
- Preparing packs for meetings: completing application forms, fact find, producing accurate illustrations, understanding remuneration requirements.
- Business Submission: putting business on system accurately with commission/fee expectation and preparing paperwork for scanning.
- Reviews: producing detailed review reports and portfolio valuations for client review meetings.
Benefits of this role include:
- A competitive salary (£24,000-£30,000 dependant on experience)
- Generous holiday entitlement (25 + 8 bank holidays)
- Hybrid working arrangement (work from home 1 day per week)
- Pension scheme
- Progressive career opportunities
- Easily accessible location with public transport links
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
IFA Administrator in Liverpool employer: Career Choices Dewis Gyrfa Ltd
Contact Detail:
Career Choices Dewis Gyrfa Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Liverpool
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know about IFA roles. A friendly chat can lead to insider info or even a referral.
✨Tip Number 2
Prepare for interviews by researching the company and its values. We want you to show that you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute as an IFA Administrator.
✨Tip Number 3
Practice common interview questions related to client servicing and administrative tasks. We suggest role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace IFA Administrator in Liverpool
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight any relevant experience in administrative support within financial services, and don’t forget to mention specific skills that match the job description!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the role. Mention your experience with client servicing and how you can contribute to providing a high-quality experience for clients.
Showcase Your Attention to Detail: As an IFA Administrator, attention to detail is key. In your application, give examples of how you've successfully managed detailed tasks in previous roles, like preparing packs for meetings or updating systems accurately.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you one step closer to joining our team!
How to prepare for a job interview at Career Choices Dewis Gyrfa Ltd
✨Know Your Financial Stuff
Brush up on your knowledge of financial services and IFA administration. Be ready to discuss specific products and processes you’ve worked with before. This shows you’re not just familiar with the role but genuinely interested in the industry.
✨Showcase Your Organisational Skills
As an IFA Administrator, organisation is key. Prepare examples of how you've managed multiple tasks or projects simultaneously. Use the STAR method (Situation, Task, Action, Result) to structure your responses and highlight your ability to keep everything running smoothly.
✨Client Service is King
Demonstrate your commitment to client service by sharing experiences where you went above and beyond for a client. Talk about how you handled inquiries or resolved issues promptly, as this will resonate well with the interviewers looking for someone who prioritises client satisfaction.
✨Prepare Questions to Ask
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and expectations for the role. This not only shows your interest but also helps you gauge if the company is the right fit for you.