Job Description

Job Overview

We are offering an exciting opportunity for a forward-thinking Financial Planning Assistant (IFA Administrator) to join our dynamic Chartered firm. This role is ideal for someone who is proactive, detail-driven, and ready to grow within a high-performing environment.

As part of our team, you will support a wide range of financial planning operations, helping to drive efficiency and deliver an exceptional client experience. We're looking for someone with strong organisational skills, excellent communication abilities, and a solid grounding in financial planning administration.

If you're eager to expand your expertise, contribute meaningfully towards creating amazing client outcomes, and develop your career within a progressive firm, we'd love you to apply!

Responsibilities

Provide a friendly and professional point of contact for clients and enquiries Create and maintain accurate client records on back office systems, platforms and any other IT systems. Prepare client documentation and correspondence pre and post meetings as per business processes Check accuracy and completeness of new business documentation Ensure that all business applications are processed accurately and efficiently, in a compliant manner, to the firm's standards Ensure all supporting documentation is maintained as per company procedures Ensure all work is followed up promptly in line with company standards Liaise with product providers to ensure timely and accurate responses to clients Send Letters of Authority and gather accurate information Obtain illustrations and application forms Production of portfolio valuations Ensure fund switches / rebalances / top ups / withdrawals are carried out accurately and within company timescales Ensure action points resulting from client meetings get diarised and dealt with Answer, screen and forward incoming calls and meet/greet clients Ensure back-office systems are kept up-to-date Open, scan, log and allocate incoming post Deal with General correspondence

Qualifications

Proven organisational skills with the ability to manage multiple tasks efficiently. Strong report writing and analysis skills essential for interpreting financial data accurately. Experience or knowledge of financial services, including basic understanding of financial planning processes. Excellent communication skills, both written and verbal, to liaise effectively with clients and colleagues. Proficiency in Microsoft Office suite, particularly Word, Excel, and Outlook; familiarity with IT systems is desirable. Good time management skills with the ability to prioritise tasks effectively. This position offers a valuable platform for individuals looking to build a career in financial planning within a supportive environment that values organisation, communication, and analytical skills. Passed CII R01 or equivalent
Job Types: Full-time, Permanent

Pay: 25,000.00-32,000.00 per year

Benefits:

Company events Company pension Cycle to work scheme Life insurance Private medical insurance
Ability to commute/relocate:

Liverpool L23 5TD: reliably commute or plan to relocate before starting work (required)
Work Location: In person