IFA Administrator

Eventus Recruitment are seeking an IFA Administrator to join an independent, whole of market financial planning firm on the Wirral, Merseyside, with a route into paraplanning for the right person. This permanent, full-time IFA Administrator job pays £28,000 to £32,000 and is office based, Monday to Friday, 9am to 5pm. The package includes a contributory matched pension with a 5% employer contribution, 25 days holiday plus bank holidays, income protection, death in service and funded professional qualifications. Covering the Wirral, Merseyside and the wider North West, it suits an administrator from a financial advice firm who wants high net worth casework and a firm prepared to invest in their development. Role Responsibilities The IFA Administrator keeps the advice process moving for the adviser team and works closely with the two paraplanners. Clients typically hold around £500,000 of investable assets, and the advice covers pensions and retirement, investments, inheritance tax and business planning, so the casework is complex from the first week. As experience and qualifications build, the job takes on research and case preparation with the paraplanning team, which is the development route the firm would like the successful person to follow. Key responsibilities include: Supporting the advisers across the full advice process, from first meeting to implementation Submitting and tracking new business with providers through to completion Acting as first point of contact for ..... full job details .....