Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisors by managing client inquiries and producing detailed reports.
- Company: Leading Financial Planning organisation with over 70 years of experience.
- Benefits: Competitive salary, 25 days holiday, pension scheme, and diploma support.
- Why this job: Join a reputable firm and kickstart your career in finance with growth opportunities.
- Qualifications: Experience in IFA administration and strong organisational skills required.
- Other info: Hybrid working option available, fostering a balanced work-life environment.
The predicted salary is between 21500 - 25500 £ per year.
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.
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. The company will support individuals wanting to gain their diploma status. This position is essentially an IFA Support Administrator.
Some of your duties will include but are 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
- Producing 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 with commission/fee expectations and preparing paperwork for scanning
- Completing application forms, fact finding, producing accurate illustrations, understanding remuneration requirements
What you'll need to succeed:
- Proven history of an IFA administration background
- Strong organisational capability
- Exceptional eye for detail
- Strong communication skills, both written and verbal
- A professional and personable approach
- Passionate about going that extra mile
What you'll get in return:
- Competitive salary at between £25,000 and £30,000 per annum
- 25 days holiday plus bank holidays
- Death in service: 4 x Salary
- Company Pension
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
IFA Administrator in Liverpool employer: Hays Business Support
Contact Detail:
Hays Business Support 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 planning sector. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company thoroughly. Understand their values, services, and recent news. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! As an IFA Administrator, you'll need to convey information clearly. Try mock interviews with friends or family to get comfortable discussing your experience and how it relates to the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals who want to grow in their careers, so make sure to showcase your enthusiasm!
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 your relevant experience in financial administration and any specific skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a perfect fit. Keep it professional but let your personality come through – we love a personable approach!
Showcase Your Attention to Detail: Given the nature of the role, it's crucial to demonstrate your exceptional eye for detail. Make sure there are no typos or errors in your application. A polished application reflects your professionalism and organisational skills, which we highly value.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Hays Business Support
✨Know Your Stuff
Make sure you brush up on your IFA administration knowledge. Familiarise yourself with the key responsibilities mentioned in the job description, like liaising with product providers and producing detailed reports. This will show that you're not just interested in the role but also understand what it entails.
✨Showcase Your Organisational Skills
Since strong organisational capability is a must-have for this role, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you keep track of client information and ensure accuracy in your work.
✨Communicate Clearly
Exceptional communication skills are crucial, so practice articulating your thoughts clearly and concisely. You might want to prepare answers to common interview questions and even do a mock interview with a friend to get comfortable with speaking about your experiences.
✨Be Personable and Professional
This company values a professional yet personable approach. During the interview, be friendly and approachable while maintaining professionalism. Show your passion for going the extra mile by sharing stories that highlight your dedication to client service.
