Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisors by managing client enquiries and producing detailed reports.
- Company: Leading Financial Planning organisation with over 70 years of experience.
- Benefits: Competitive salary, 25 days holiday, hybrid work, and diploma support.
- Why this job: Join a reputable firm and make a real difference in clients' financial journeys.
- Qualifications: Experience in IFA administration and strong organisational skills.
- Other info: Professional growth opportunities in a supportive environment.
The predicted salary is between 25000 - 30000 £ 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 mission/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.
- 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.
- The company will support individuals wanting to gain their diploma status.
- 25 days holiday plus bank holidays.
- Death in service: 4 x Salary.
IFA Administrator in Liverpool employer: hays-gcj-v4-pd-online
Contact Detail:
hays-gcj-v4-pd-online 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, especially those who might know someone at the company you're eyeing. A friendly chat can sometimes lead to insider info or even a referral!
✨Tip Number 2
Prepare for the interview by researching the company’s values and recent projects. We want you to show that you’re not just another candidate but someone who genuinely cares about their mission and can contribute to their success.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. We suggest using the STAR method (Situation, Task, Action, Result) to structure your answers, especially when discussing your IFA administration experience.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
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. Don’t forget to mention your enthusiasm for supporting clients and going the extra mile.
Showcase Your Attention to Detail: Since this role requires a keen eye for detail, make sure your application is free from typos and errors. We appreciate candidates who take the time to present their work neatly and accurately, just like we do with our client reports!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at hays-gcj-v4-pd-online
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and IFA administration. Familiarise yourself with common financial products and services, as well as the specific duties mentioned in the job description. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Organisational Skills
Since strong organisational capability is key 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
Practice your verbal and written communication skills before the interview. You might be asked to explain complex financial concepts or describe how you would handle client enquiries. Clear and concise communication will demonstrate your professionalism and ability to connect with clients.
✨Be Personable and Professional
Remember, this role requires a professional yet personable approach. During the interview, be friendly and approachable while maintaining professionalism. Show enthusiasm for going the extra mile for clients, as this aligns with the company's values and expectations.
