Details:
- Salary: £28,000 - 30,000 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: Ormskirk Lancashire
- Date: 2 days ago
Description:
IFA Administrator
Location: Ormskirk
Salary: £28,000 - £30,000
Hours: Monday to Friday, 9:00am - 5:30pmThe Opportunity
We are working with a growing and supportive financial planning firm in Ormskirk who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services.
The Role
As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience.
Key responsibilities include:
Providing administrative support to Financial Advisers and Paraplanners
Managing adviser diaries and arranging client meetings
Preparing client documentation and reports
Liaising with pension providers and life companies to gather information
Handling and responding to general client enquiriesAbout You
Previous experience within an IFA or financial services administration role
Strong IT skills, including experience with spreadsheets and databases
Excellent organisational and planning abilities
A methodical and detail-focused approach
High levels of integrity and professionalismIf you are interested in applying then submit your CV by applying online or email
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