Save Job Back to Search Job Description Summary Similar JobsProfessional Development: Opportunities for training and career progressioSupportive Environment: A collaborative team culture that values your contribuAbout Our ClientOur Client is a dynamic and client-focused financial advisory firm, committed to delivering exceptional service and tailored financial solutions. Our team is expanding, due to continued growth are seeking a dedicated IFA Administrator to support the Independent Financial Advisers (IFA) in providing outstanding service their clientsJob DescriptionAs an IFA Administrator, you will play a pivotal role in ensuring the smooth operation of our advisory services. Your responsibilities will include:Client Support: Assist in managing client appointments and communications, ensuring timely and professional interactions.Document Management: Maintain accurate and compliant client files, ensuring all documents are readily accessible.Financial Administration: Prepare client valuations and process servicing tasks in line with client agreements.CRM Management: Utilise various CRM systems to update and manage client data efficiently.Team Collaboration: Work closely with colleagues to ensure seamless service delivery and contribute to team goals.The Successful ApplicantWe are seeking individuals with:Experience: Previous administration and customer service experience; financial services background is advantageous.Skills: Proficiency in using CRM systems and Microsoft Office Suite.Attributes: Strong organisational skills, attention to detail, and the ability to work independently and as part of a teamWhat's on OfferThis is an excellent opportunity to develop your career in the financial services industry.Professional Development: Opportunities for training and career progression.Supportive Environment: A collaborative team culture that values your contributions.Competitive Compensation: Attractive salary and benefits packageHours of Work: Monday to Friday 35 hours per weekWork Location: Liverpool City CentreContactAnna GreenQuote job refJN-052025-6736472Phone number+441618286206Job summaryJob functionBanking & Financial ServicesSubsectorOperations / Middle Office - Asset ManagementSectorBusiness ServicesLocationLiverpoolContract typePermanentConsultant nameAnna GreenConsultant phone+441618286206Job referenceJN-052025-6736472
