Financial Planning Administrator
IFA AdministratorLocation: LiverpoolSalary: Up to £30,000 (potentially flexible to £32,000 for a highly experienced candidate)Job Type: Full-Time, PermanentAbout the OpportunityAn ambitious and fast-growing financial services business is looking to appoint an experienced IFA Administrator to join its expanding team in the North West. With multiple offices and significant growth plans over the coming years, this is an excellent opportunity to join a business that genuinely invests in its people and offers clear career development opportunities.For individuals who demonstrate the right blend of experience, attitude, and leadership potential, there is a realistic pathway into a Senior Administrator or Team Leader position within 6-12 months. While progression is available, it is not a requirement for success in the role.The RoleAs an IFA Administrator, you will play a key role in supporting Financial Advisers and ensuring the smooth delivery of high-quality client service. You will be responsible for managing client administration throughout the advice process, liaising with providers, and maintaining accurate records and documentation.The successful candidate will be highly organised, detail-oriented, and confident managing multiple cases while delivering an exceptional client experience.Key ResponsibilitiesProcess new business applications across a range of financial products including pensions, investments, ISAs, bonds, and protection plans.Manage ongoing client servicing ..... full job details .....
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