Eden Rose
IFA Administrator
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Job Ref 90272
Location: Liverpool, Merseyside
Type: Permanent
Salary: £25,000 - £30,000 Per Annum
Overview
A well-established financial planning firm is looking to recruit an experienced IFA Administrator to join their growing team. This role will support financial advisers across the full client journey, ensuring a high level of service and efficient processing of business.
This position would suit someone with a minimum of 5 years’ experience within a financial planning environment who is confident managing a varied workload and working closely with advisers and clients.
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Key Responsibilities
- Provide full administrative support to financial advisers
- Process new and existing business across pensions, investments, and protection
- Prepare client review packs, including valuations and performance data
- Submit and manage Letters of Authority (LOAs)
- Liaise with providers to obtain and update client information
- Maintain accurate and up-to-date client records on the back-office system
- Assist with client onboarding and ensure all compliance requirements are met
- Support with fund switches, withdrawals, and other client requests
- Manage workflow tasks and ensure SLAs are met
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Requirements
- Minimum 5 years’ experience within an IFA / financial planning environment
- Strong understanding of financial products including pensions and investments
- Experience using back-office systems (e.g. Intelligent Office or similar)
- High attention to detail and strong organisational skills
- Ability to manage workload effectively and prioritise tasks
- Strong communication skills when dealing with clients and providers
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