IFA Administrator

IFA AdministratorLocation: St Helens (Rainford) Salary: 28,000 - 30,000 (DOE) Contract: Full-Time Permanent Hours: Monday to Friday, 9:00am - 5:00pm Fully Office-BasedAn excellent opportunity has arisen for an experienced IFA Administrator or Financial Services Administrator to join a busy and professional wealth management environment in St Helens.This role is ideally suited to someone with previous experience supporting Financial Advisers or working within financial services administration who is looking to further develop their career within a client-focused and highly regulated sector.The RoleAs an IFA Administrator, you will provide comprehensive support to Financial Advisers, ensuring the smooth processing of new business, ongoing client servicing, and compliance with regulatory requirements.You will be responsible for maintaining strong relationships with clients and providers while delivering a high standard of administrative support across pensions, investments, protection and savings products.Key ResponsibilitiesManage new business applications across pensions, investments, protection and savings products.Liaise with providers, clients and advisers to ensure cases progress efficiently.Process letters of authority, transfers and ongoing servicing requests.Maintain accurate client records and update CRM systems.Prepare client documentation, review packs and correspondence.Arrange client meetings and manage adviser diaries.Support annual reviews and ongoing client ..... full job details .....