Job Description
IFA Administrator
Liverpool City Centre (option to work 1 day at home)
Monday to Friday, 9am - 5pm (35 hours per week)
£24,000 - £30,000 (dependant on experience)
Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator.
The ideal candidate will have previous experience within an administrative support role within the financial services industry (previous experience within an IFA Administration role would be advantageous).
As an IFA Administrator, you will provide vital support to ensure their clients and colleagues receive a high-quality experience.
Key responsibilities include:
Gathering information - liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their personal finances.
Research - carrying out in depth analysis of many different types of financial contracts.
Client servicing - responding pr...
Liverpool City Centre (option to work 1 day at home)
Monday to Friday, 9am - 5pm (35 hours per week)
£24,000 - £30,000 (dependant on experience)
Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator.
The ideal candidate will have previous experience within an administrative support role within the financial services industry (previous experience within an IFA Administration role would be advantageous).
As an IFA Administrator, you will provide vital support to ensure their clients and colleagues receive a high-quality experience.
Key responsibilities include:
Gathering information - liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their personal finances.
Research - carrying out in depth analysis of many different types of financial contracts.
Client servicing - responding pr...