IFA Administrator

Description

My client is currently looking for an experienced IFA Administrator to join their team in Liverpool.The role:

To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues, while adhering to regulatory standardsTo work closely with the aligned Financial Planners to deliver excellent client outcomesTo build relationships with clients and maintain regular contactMaintain back-office systems and client records in line with the company policiesRequest policy information from third party policy providers if applicableLiaise with operational teams where support is provided on activities. e.g. scripts, transfers, corporate actions, static data changes, where applicablePreparation of meeting packs and valuations (as required)Assist Investment Managers in the preparation of new business pitches and presentations To be successful in this role, you should have:

Proven experience working in the financial services industryA strong ethic of client serviceAbility to work under pressure and to prioritise workExcellent communication skills both written and verbal, influencing and organisational skillsAbility to use judgement and reasoning to propose solutions to problems As a colleague here you will have access to benefits that include:

Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working modeOption to purchase additional holidayShared parental leave For more information please contact me on or email

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Ad ID: 5417317069