About this role
This permanent IFA Administrator role in Ormskirk supports the smooth day-to-day operations of a financial services team and the delivery of a high-quality client experience. Responsibilities include providing administrative support to Financial Advisers and Paraplanners, managing adviser diaries, arranging client meetings, preparing client documentation and reports, and liaising with pension providers and life companies to gather information. The role also involves handling and responding to general client enquiries. Applicants should have previous experience within an IFA or financial services administration role, strong IT skills including spreadsheets and databases, excellent organisational and planning abilities, and a methodical, detail-focused approach with high levels of integrity and professionalism.
Job Description
IFA Administrator
- Location: Ormskirk
- Salary: £28,000 - £30,000
- Hours: Monday to Friday, 9:00am - 5:30pm
The Opportunity
We are working with a growing and supportive financial planning firm in Ormskirk who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services.
The Role
As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience.
Key responsibilities include:
- Providing administrative support to Financial Advisers and Paraplanners
- Managing adviser diaries and arranging client meetings
- Preparing client documentation and reports
- Liaising with pension providers and life companies to gather information
- Handling and responding to general client enquiries
About You
- Previous experience within an IFA or financial services administration role
- Strong IT skills, including experience with spreadsheets and databases
- Excellent organisational and planning abilities
- A methodical and detail-focused approach
- High levels of integrity and professionalism
If you are interested in applying then submit your CV by applying online or email (url removed)
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