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Financial Services Administrator

Financial Services Administrator

Salary: £36,000 – £40,000

Wirral, Merseyside

Wirral based financial planning firm are looking to add to its growing Financial Services administration support team.

They are looking for an IFA Administrator to join their Financial Services administration support team. The candidate will play a critical role in supporting the IFA’s and be part of a growing technical support Financial Planning team ensuring the office's smooth and efficient operation.

Key Responsibilities:

  • Assist financial planning advisors in preparing financial plans and investment recommendations.
  • Coordinate and schedule client meetings and follow-ups.
  • Maintain and update client files and records.
  • Process account applications, transfers, and other paperwork.
  • Prepare reports and presentations for client meetings.
  • Handle administrative tasks, including phone calls, emails, and managing office supplies.
  • Collaborate with team members to ensure client needs are met effectively and efficiently.
  • Provide exceptional customer service to clients and address their inquiries and concerns promptly.


  • Minimum of 1 Years experience working within a Financial Planning practice.
  • Ideally experience within Pensions or Investment Management administration.
  • Excellent attention to detail and ability to handle sensitive and confidential information.
  • Proficiency in Microsoft Office Suite, especially Excel, Word, and PowerPoint.
  • Previous experience in financial services or a similar role is preferred.

For more info on this outstanding Financial Services job opportunity based on the Wirral please click to apply.

9 July 2024
Financial Planning
IFA Administrator
Merseyside, Wirral
Salary: £36,000 – £40,000 - Free Parking