IFA Administrator

IFA Administrator
Location: Liverpool
Contract: Permanent, Full-Time
Salary: £28,000 - £30,000 per annum
Start Date: Flexible
Contact: greg.waite@servicecare.org.uk

Job Description
Service Care Solutions are currently recruiting on behalf of a well-established Financial Advisory firm in Liverpool for an IFA Administrator to join the team on a permanent basis. The postholder will provide a wide range of support to the advisors within the firm including direct support to advisors and high-level data input.

Key Responsibilities

• Provide day-to-day administrative support to advisers and paraplanners.
• Manage client correspondence, including letters, emails, and telephone queries.
• Prepare and process new business applications and policy documentation.
• Maintain client records and update internal systems accurately.
• Liaise with product providers to obtain policy information, valuations, and updates.
• Assist with compliance checks and ensure regulatory requirements are met.
• Support the preparation of client review packs and reports.

Candidate Criteria

• Previous experience in an IFA, wealth management or financial services environment
• Experience of preparing client documentation on behalf of Financial Advisors
• Strong administrative and organisational skills with excellent attention to detail
• Great communication skills with the ability to work well on own initiative as well as part of a team

If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on 01772 208969 or email greg.waite@servicecare.org.uk
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.