IFA Administrator
Recruit Wealth Ltd · Liverpool, England ·
Ready to take the next step in Financial Services as an IFA Administrator? We’re working with one of our favourite advisory businesses, a highly regarded financial planning name, that is looking to appoint several IFA Administrators to join its administration team.
This is a fantastic opportunity for an experienced IFA Administrator who enjoys being client-focused, organised and involved in the detail — while working within a genuinely collaborative and supportive team. This is a business where everyone matters.
You’ll be part of a close-knit team where people work together, support one another and understand that every individual plays an important role in delivering an outstanding service to clients. You’ll work closely with the Financial Advisers and Paraplanners, while also building strong relationships with clients and providers.
It’s a varied role that will give you exposure to new business, client servicing, investments, pensions and protection cases. The Role Working closely with one or two Financial Advisers, you’ll become an important part of the wider team, providing high-quality administrative and client service support.
You’ll be trusted to take ownership of your workload, but you’ll never feel like you’re working in isolation. Collaboration is a big part of the company culture, with colleagues supporting each other and sharing knowledge to achieve the best possible outcomes.
Your responsibilities will include
Preparing documentation for client meetings and suitability work Processing new business and applications Managing Letters of Authority and provider correspondence Preparing valuations and updating platforms Maintaining accurate client records and policy information Liaising with clients, providers and internal teams by phone and email Keeping client files and records fully up to date Supporting advisers and paraplanners with day-to-day administration Assisting with compliance and regulatory requirements Providing a professional and responsive service to clients Supporting occasional local marketing and wider business initiatives What we’re looking for We’re looking for someone who takes pride in getting things right, enjoys helping others and wants to be part of a team where your contribution is valued.
You’ll ideally have
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