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Job Description

Financial Planning Administrator\n\nLiverpool City Centre (option to work 1 day at home)\nMonday to Friday, 9am - 5pm (35 hours per week)\n£24,000 - £30,000 (dependant on experience) \n\nSearch is partnering with a well-established financial planning business to recruit an experienced IFA Administrator.\n\nThe 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).\n\nAs an IFA Administrator, you will provide vital support to ensure their clients and colleagues receive a high-quality experience.\n\nKey responsibilities include:\n\nGathering information - liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their personal finances.\nResearch - carrying out in depth analysis of many different types of financial contracts.\nClient servicing - responding promptly to client enquiries regarding their existing arrangements and any changes in circumstances.\nUpdating system - keeping back office system up to date with client info and provider contacts.\nPreparing packs for meetings - completing application forms, fact find, producing accurate illustrations, understanding remuneration requirements.\nBusiness Submission - putting business on system accurately with commission/ expectation and preparing paperwork for scanning.\nReviews - producing detailed review reports and portfolio valuations for client review meetings.\n Benefits of this role include:\n\nA competitive salary (£24,000-£30,000 dependant on experience)\nGenerous holiday entitlement (25 + 8 bank holidays)\nHybrid working arrangement (work from home 1 day per week)\nPension scheme\nProgressive career opportunities\nEasily accessible location with public transport linksSearch is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their , sex, disability, /beliefs, or

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