• Annual Salary: Up to £31,000 (depending on experience)
• Location: Liverpool City Centre
• Job Type: Full-time, Permanent

We are excited to offer a fantastic opportunity for an experienced IFA Administrator to join a successful and reputable IFA firm. This role is ideal for someone who thrives in a professional wealth management environment, with experience of providing comprehensive administrative support to Advisors with the goal of creating a seamless and efficient client experience. The role offers excellent opportunity for growth and development.

• Regular liaison with clients, managing requests and queries as required
• Processing new business applications, ensuring compliance with FCA regulations
• Preparing valuations for clients, and updating client records in CRM to maintain accurate client information
• Administration of investments, pensions, and estate planning as and when required, in support of Advisers
• Prepare review packs and performance reports
• Ensuring compliance documentation is received and documented
• Processing withdrawals, fund switches, and provider transactions

• At least one year of administrative experience within an IFA or Financial Services organisation
• Experience in client management systems
• Strong communication skills and the ability to build rapport and relationships with clients and Advisers alike
• Strong knowledge of financial investment and pension products
• Excellent organisational skills and attention to detail and accuracy
• Ability to work independently and as part of a collaborative team

• Salary up to £31,000 depending on experience and qualification status
• Financial support to achieve relevant qualification
• 25 days annual leave + 8 bank holidays
• Company pension scheme

To apply for this IFA Administrator position, please submit your CV or contact Rhyan Scott at Reed Financial Services for more information.