Financial Planning Assistant

IFA Administrator - Liverpool

About the Role

An established Wealth Management business based in Liverpool is looking to recruit an experienced IFA Administrator to join its team.

This is a great opportunity for someone with experience in financial services administration who enjoys supporting Financial Advisers, building strong client relationships and managing the day-to-day administration of new and ongoing business.

Key Responsibilities

• Provide administrative support to Financial Advisers and Paraplanners.
• Act as a point of contact for clients, providers and advisers.
• Process new and ongoing business across pensions, investments, ISAs, bonds and protection.
• Prepare client correspondence, reports and suitability report enclosures.
• Manage Letters of Authority and obtain policy and investment information.
• Produce portfolio valuations, tax packs and annual review documentation.
• Liaise with providers to resolve queries and ensure requests are completed.
• Monitor cases, chase outstanding requirements and keep business moving through to completion.
• Maintain accurate client records and update internal systems.
• Coordinate adviser diaries, appointments and client meetings.
• Support the wider administration team during busy periods.

About You

• Previous experience in an IFA or Wealth Management administration role.
• Good understanding of pensions, investments and financial services products.
• Experience supporting Financial Advisers or Wealth Managers.
• Strong organisational skills and the ability to manage a varied workload.
• Excellent communication skills and a professional, client-focused approach.
• High attention to detail and the ability to work effectively within a team.