Senior IFA Administrator / Wealth Planning Administrator
Based Liverpool – Hybrid Working and Flexible Hours
Salary £28,000 – £40,000 depending upon experience
Are you currently working as a Senior IFA Administrator / Wealth Planning Administrator in
financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a boutique, independent wealth planning company based in Liverpool City centre.
They are now looking for an experienced Senior IFA Administrator / Wealth Planning Administrator to join their team. They are part of a larger Accountancy Practice and so in total there are 60 in the Liverpool office.
Key responsibilities of the role:
  • Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
  • Liaising with the financial advisers as appropriate
  • Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
  • Collecting all relevant information to support any recommendations to be made and submitting new advice application paperwork
  • Making sure all relevant documentation held within a client file is compliant
  • Back office maintenance
Who this role would suit….
  • This would suit either some who is already working as an IFA Administrator / Wealth
  • Planning Administrator who loves the client contact / admin side of the role
  • Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Additional information:
  • Hybrid working – 3 days in the office, 2 x days working from home
  • Flexible working hours – ability to start and leave earlier / later
  • 25 x days holiday + BH
Salary up to £40,000 depending upon experience.
If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.