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Senior IFA Administrator

Candidate Source - TEAM
Job LocationLiverpool
EducationNot Mentioned
Salary£28,000 - £35,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

A boutique financial planning firm based in Liverpool is looking for a Senior IFA Administrator to join the team. You will play a pivotal role in providing crucial administrative and technical support, acting as the lead to the admin team and running asmall but busy office. In return, you will receive a salary of up to £35,000 per annum, along with a range of benefits including a bonus scheme, 25 days holiday plus bank holidays and your birthday, a cycle to work scheme, 10x death in service, private medicalinsurance, and a pension scheme.If you have experience in the role, or the operations of a busy office, and can support Financial Advisors and Paraplanners in a fast paced and demanding working environment, this could be the role for you.As Senior IFA Administrator, your responsibilities will include:

  • Supporting Paraplanners in research and analysis to meet client needs and objectives.
  • Assisting Paraplanners in the implementation of new business.
  • Developing and maintaining internal relationships to ensure business flow and meet targets.
  • Contributing to the smooth running of the administrative function within the business.
  • Ensuring all business activities are responsible, compliant, and meet legislative requirements.
  • Managing new business recording and submission.
  • Communicating and recording product and planning analysis results.
  • Liaising with product providers and relevant third parties.
  • Handling individual workflow and task delivery.
  • Assist the business with other administrative tasks.
We’re looking for a Senior IFA Administrator with the following skills and experience:
  • A background in IFA
  • Experience leading junior team members, preferably IFA Admin teams
  • The ability to support the running of a small office.
  • The ability to work on site 5 days per week (with some flexibility)
  • Ideally R01 qualified, or working towards (not essential)
This is a great opportunity for someone to help in the growth of a Gold Standard Corporate Chartered Financial Planner business.To apply for this role as Senior IFA Administrator, please click apply online and upload an updated copy of your CV.Note: The job title of ‘Senior’ relates simply to the level of experience and has no relevance to age. You are encouraged to apply for any opportunities that you feel to be suitable, irrespective of age or level of experience.Candidate Source Ltd is an advertising agency. Once you have submitted your application it will be passed to the third party Recruiter who is responsible for processing your application. This will include holding and sharing your personal data, our legal basisfor this is legitimate interest subject to your declared interest in a job. Our privacy policy can be found on our website and we can be contacted to confirm who your application has been forwarded to.

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