Job Information

Working in partnership with a reputable Financial Planners I am currently recruiting for an IFA Administrator to join their Liverpool based team.



As a Financial Services Administrator you will support the Financial Advisers with all Client Servicing and Business Processing administration work, ensuring high quality work is produced and an excellent service is provided to their clients.



Duties will include but will not be limited to;

• Processing Business
• Valuations
• Quotations
• ISA and Pension Transfers/Switches
• Issuing Letters of Authority
• Preparing and Maintaining Client Files



The successful Financial Services Administrator must have either provided similar support within a Financial Planning company, or will have administration experience within a relevant Product Provider or 3rd Party Processing business.



In return you will receive a generous salary which will be based on and dependent entirely upon your experience and capabilities.