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Senior IFA Administrator

  • Salary: Up to £27000.00 per annum
  • Location: Liverpool, Merseyside
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    17 Apr 2020
  • Job reference: 33782

Would you describe yourself as someone who thinks on their feet and loves handling a high volume of work that supports Financial Planners?

Would you like to use and develop your existing experience of working for an IFA?

Do you have recent and demonstrable experience of working with private clients?

Do you like using your positive personality to engage with clients and colleagues?

My client is currently looking for a Senior IFA support to join them in Liverpool. The team are outgoing and looking for a dynamic personality with recent experience in an IFA environment.

If this sums you up to a tee then please don't hesitate to contact me as you could be one step closer to working with a busy team of Financial Planners who need their time managed and clients nurtured.

Duties will also include:

  • Managing production of meetings packs for the private client team
  • Being a point of contact for queries, taking ownership of resolving where possible but knowing the right time to escalate
  • Assisting with reporting, including valuations

You know your way around Microsoft Office and if you happened to be working towards your Certificate in Financial Administration right now, that would be a bonus!

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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