One of IT Bods leading clients is a well-respected, client-focused Financial Planning organisation that values its team and supports professional growth.
They are looking for a proactive, detail-oriented IFA Administrator to join the team who can work closely with the Financial Advisers and ensure their clients receive an exceptional service experience. Ideally you will have 2+ years of experience in a similar role within a financial planning organisation.
Based in St Helens, this role offers a welcoming, collaborative environment and the opportunity to contribute to an established practice.
Role and Responsibilities As an experienced IFA/Financial Adviser Administrator, you'll be an essential support to all IFA's and clients, handling various administrative tasks to ensure smooth operations. This is an office-based position
Key duties include: Supporting Financial Advisers by processing applications for Investment, Pensions and Protection products. Managing client records on their CRM system (Intelligent Office) and maintaining compliance standards. Preparing documentation for client meetings and following up on any required actions. Liaising with providers to gather information and ensure timelines are met. Organising and scheduling client reviews in line with service agreements. Acting as a reliable point of contact for clients, addressing non-advice queries, and keeping them updated on their cases.
About you: This role will suit someone who enjoys working within a structured, supportive environment and takes pride in delivering accurate, high-quality work. You must possess: Organisational Skills: Strong prioritisation skills to manage multiple tasks efficiently. Customer Focus: A client-first approach to ensure positive experiences and outcomes. Attention to Detail: Meticulousness in handling client data and documentation. Continuous Improvement: A commitment to personal development and enhancing work processes.
Experience Proven experience in an administrative role within a financial services or adviser firm. Ability to work under deadlines and manage workload effectively. Knowledge of Intelligent Office and tools such as Selecta Pension, Cash Calc, and Dynamic Planner would be beneficial
If you are interested in hearing more about the IFA Administrator position offering 28k + benefits please click on the link to apply
