IFA Administrator Hybrid

Our clients are a highly regarded Wealth Management Firm based in Liverpool who require an experienced IFA Administrator for their busy team. They have been established for over 50 years and remain fully independent.

• Research - carrying out in depth analysis of many different types of financial contracts.
• Client servicing - responding promptly to client enquiries regarding their existing arrangements and any changes in circumstances.
• Updating system - keeping back office system up to date with client info and provider contacts.
• Preparing packs for meetings - completing application forms, fact find, producing accurate illustrations, understanding remuneration requirements.
• Business Submission - putting business on system accurately with commission/fee expectation and preparing paperwork for scanning.
• Reviews - producing detailed review reports and portfolio valuations for client review meetings.

Salary will depend on the individuals experience & financial exams obtained to date.

25 days holiday entitlement per year.

Death in service: 4 x Salary

Pension: ERS 5%, EES 4% (percentages need to be confirmed)

On going development and support in gaining diploma status.