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Liverpool, Merseyside
IFA Administrator

IFA Administrator

INTEGRO PARTNERS LTD

Posted 2 days ago, valid for 13 hours

Liverpool, Merseyside L96GB, England

Full Time

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Sonic Summary

The position is for an IFA Administrator with a salary range of £28-32K depending on experience.
The role is based in Liverpool and is office-based, requiring candidates to have relevant experience.
The successful applicant will join a team of five and will be expected to contribute from day one.
Key responsibilities include telephone and admin work, report writing, and liaising with clients and third parties.
This opportunity allows for career development within the established admin team, making it ideal for those seeking a supportive work environment.

IFA Administrator£28-32K depending on experienceLiverpoolOffice based Tired of working for a large corporate & feeling unappreciated? Wanting to work more closely with loyal ongoing clients, becoming an integral part of the process? This opportunity could be a fresh start… A Liverpool based Wealth Management firm are keen to bring on an experienced IFA Admin, to not only support with the workload, but also be an integral part of the team of 5. This role will require someone to slot into an already busy desk, and take on work from day one. There will still be support ongoing, to ensure your development continues and opportunities both within the Admin team and upwards over time. You will be expected to do the following tasks, amongst others:

- Telephone and admin work
- Report writing and preparing documentation
- Chasing clients and 3rd parties
- Being a point of contact and taking inbound calls / communication
- Work with the Paraplanning and Financial Advisers to ensure a smooth process

This is an opportunity to join an established business and already established Admin team, so as well as bringing in experience and adding value, there is also support around you to develop further. If you are interested in discussing further, get in touch with Sam at Integro Partners

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