Job Description
IFA Administrator
Location: Liverpool
About the Role
An established Wealth Management business based in Liverpool is looking to recruit an experienced IFA Administrator to join its team.
This is a great opportunity for someone with experience in financial services administration who enjoys supporting Financial Advisers, building strong client relationships and managing the day-to-day administration of new and ongoing business.
Key Responsibilities
- Provide administrative support to Financial Advisers and Paraplanners.
- Act as a point of contact for clients, providers and advisers.
- Process new and ongoing business across pensions, investments, ISAs, bonds and protection.
- Prepare client correspondence, reports and suitability report enclosures.
- Manage Letters of Authority and obtain policy and investment information.
- Produce portfolio valuations, tax packs and annual review documentation.
- Liaise with providers to resolve queries and ensure requests are completed.
- Monitor cases, chase outstanding requirements and keep business moving through to completion.
- Maintain accurate client records and update internal systems.
- Coordinate adviser diaries, appointments and client meetings.
- Support the wider administration team during busy periods.
About You
- Previous experience in an IFA or Wealth Management administration role.
- Good understanding of pensions, investments and financial services products.
- Experience supporting Financial Advisers or Wealth Managers.
- Strong organisational skills and the ability to manage a varied workload.
- Excellent communication skills and a professional, client-focused approach.
- High attention to detail and the ability to work effectively within a team.
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IFA Administrator in Liverpool employer: Jobs4
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