IFA Administrator - Southport
I'm working with an established Financial Planning firm in Southport who are looking to add an experienced IFA Administrator to their team.
This is a great opportunity for someone with experience within financial planning or wealth management who is looking for a long-term role within a supportive and professional environment.
The role will involve supporting Financial Advisers and clients across the full financial planning process, including:
- Preparing client documentation and meeting packs
- Processing new business and ongoing client servicing
- Supporting pensions, ISAs, investments and other financial planning products
- Liaising with providers and third parties
- Processing Letters of Authority and obtaining policy information
- Assisting with annual reviews and client administration
- Maintaining accurate client records and ensuring compliance
- Supporting advisers with day-to-day client requirements
The ideal candidate will have previous experience within an IFA, financial planning or wealth management environment and have a good understanding of financial products and the advice process.
Experience with platforms such as Intelliflo/iO, CashCalc or similar systems would be beneficial, alongside strong attention to detail and excellent communication skills.
There is also scope for someone who is working towards further financial planning qualifications and wants to develop their career within the industry.
If you're an experienced IFA Adminis
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IFA Administrator in West Kirby employer: Eden Rose
Total Waste Management is an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. With a strong focus on employee growth, this role provides clear pathways to senior positions, alongside a competitive bonus scheme and the opportunity to engage with large multi-site clients in the manufacturing sector. Join us to be part of a forward-thinking consultancy that values your contributions and supports your professional development.
