Full job descriptionIFA Administrator
Location: Manchester
About the Role
An established Wealth Management business based in Liverpool is looking to recruit an experienced IFA Administrator to join its team.
This is a great opportunity for someone with experience in financial services administration who enjoys supporting Financial Advisers, building strong client relationships and managing the day-to-day administration of new and ongoing business.
Key Responsibilities
*Provide administrative support to Financial Advisers and Paraplanners.
*Act as a point of contact for clients, providers and advisers.
*Process new and ongoing business across pensions, investments, ISAs, bonds and protection.
*Prepare client correspondence, reports and suitability report enclosures.
*Manage Letters of Authority and obtain policy and investment information.
*Produce portfolio valuations, tax packs and annual review documentation.
*Liaise with providers to resolve queries and ensure requests are completed.
*Monitor cases, chase outstanding requirements and keep business moving through to completion.
*Maintain accurate client records and update internal systems.
*Coordinate adviser diaries, appointments and client meetings.
*Support the wider administration team during busy periods.
About You
*Previous experience in an IFA or Wealth Management administration role.
*Good understanding of pensions, investments and financial services products.
*Experience supporting Financial Advisers or Wealth Managers.
*Strong organisational skills and the ability to manage a varied workload.
*Excellent communication skills and a professional, client-focused approach.
*High attention to detail and the ability to work effectively within a team.
Interested?
If you’re an experienced IFA Administrator looking for your next opportunity in Manchester, I’d love to hear from you.