IFA Administrator — Precision, Client‑Focused Wealth Admin in Liverpool

IFA Administrator — Precision, Client‑Focused Wealth Admin in Liverpool

Liverpool Full-Time 30000 - 40000 £ / year (est.) No working from home possible
RGH-Global Limited

At a Glance

  • Tasks: Provide top-notch admin support to financial advisers and clients throughout their journey.
  • Company: RGH-Global Limited, a leader in client-focused wealth administration.
  • Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
  • Other info: Work in a vibrant Liverpool office with a focus on client service excellence.
  • Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
  • Qualifications: Experience in IFA administration and strong communication skills are essential.

The predicted salary is between 30000 - 40000 £ per year.

RGH-Global Limited is seeking an experienced IFA Administrator in Liverpool to provide comprehensive administrative support to financial advisers and clients throughout the client lifecycle. The successful candidate will ensure accurate processing of new business applications and manage ongoing client servicing while adhering to FCA regulations.

Applicants should have hands-on experience in IFA administration and possess excellent communication skills, with a commitment to maintaining high standards of client service and regulatory compliance.

IFA Administrator — Precision, Client‑Focused Wealth Admin in Liverpool employer: RGH-Global Limited

RGH-Global Limited is an exceptional employer, offering a supportive and nurturing work culture that prioritises the well-being of both staff and the young people in their care. Located in Liverpool, the company provides ample opportunities for professional growth and development, alongside a competitive salary package, making it an ideal place for those passionate about making a meaningful impact in the lives of children and young people.

RGH-Global Limited

Contact Details:

RGH-Global Limited Recruitment Team

We think you need these skills to ace IFA Administrator — Precision, Client‑Focused Wealth Admin in Liverpool

IFA Administration
Client Servicing
FCA Regulations
Communication Skills
Attention to Detail
Regulatory Compliance
New Business Application Processing