Job Description
IFA AdministratorLocation: OrmskirkSalary: 28,000 - 30,000Hours: Monday to Friday, 9:00am - 5:30pmThe OpportunityWe 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 RoleAs 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 ParaplannersManaging adviser diaries and arranging client meetingsPreparing client documentation and reportsLiaising with pension providers and life companies to gather informationHandling and responding to general client enquiriesAbout YouPrevious experience within an IFA or financial services administration roleStrong IT skills, including experience with spreadsheets and databasesExcellent organisational and planning abilitiesA methodical and detail-focused approachHigh levels of integrity and professionalismIf you are interested in applying then submit your CV by applying online or email (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age. ..... full job details .....
