Jobs, fresher vacancy - IFA Administrator • Merseyside

Company: Fram Search

Merseyside

Fram is excited to partner with an established Financial planning firm company based in Liverpool. Our client deal with HNW and they are looking for a motivated Administrator to join their Advisor Support team. This opportunity has arisen due to internal progression where an administrator has transitioning to a paraplanning role. If you're passionate about making a difference in the world of advice, this is an incredible opportunity to grow your career in a company committed to giving the best advice to their clients. Key Responsibilities: Gathering information – liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their personal finances. Research – carrying out in depth analysis of many different types of financial contracts. Client servicing – responding promptly to client enquiries regarding their existing arrangements and any changes in circumstances. Updating system – keeping back office system up to date with client info and provider contacts. Preparing packs for meetings – completing application forms, fact find, producing accurate illustrations, understanding remuneration requirements. Business Submission – putting business on system accurately with commission/fee expectation and preparing paperwork for scanning. Reviews – producing detailed review reports and portfolio valuations for client review meetings. An ideal candidate will have some experience in financial services administration. A working knowledge of platforms and a proactive mindset and a desire to work towards a Diploma in Financial Planning.