IFA Administrator - SME Wealth Management Limited : Job Details

Job Title:

Administrator

Location:

Liverpool, United Kingdom

Salary:

Competitive, dependent on experience

Contract:

Full-time, Permanent

About Us:

We are a growing firm of financial advisers dedicated to providing high-quality, personalised financial planning to our clients. Due to continued growth, we are seeking a proactive and organised Administrator to join our team. This is an excellent opportunity to develop your career in financial services within a supportive, professional environment.

Role Overview:

As Administrator, you will provide comprehensive administrative support to our Financial Advisers, ensuring the smooth delivery of advice and excellent service to clients. You will be the first point of contact for client queries, maintain accurate records, and help prepare documentation across a range of financial planning areas including pensions, investments, and protection.

Key Responsibilities:

• Act as the main administrative support to the Financial Adviser(s), managing day-to-day tasks to ensure timely and compliant client service.
• Prepare and process new business applications, letters of authority, client agreements, fee forms, agency forms and other documentation.
• Liaise with product providers, platforms, and clients to obtain valuations, track applications, and resolve queries.
• Maintain and update client records on back-office systems accurately and in line with data protection requirements.
• Assist with the preparation of client meeting packs, reports, and annual reviews.
• Answer the phone and manage incoming and outgoing correspondence and emails, professionally.
• Ensure all compliance requirements and company procedures are adhered to.
• Provide general administrative support to the office, including scanning, filing, and document management.
• Maintenance on our back-office system (Intelligent Office), this can include all plans details including values, contributions and withdrawals are inputted correctly.

About You:

Essential:

• Previous administration experience in financial services/wealth management.
• Excellent attention to detail and organisational skills.
• Confident communicator with strong written and verbal communication abilities.
• Proficient in Microsoft Office (Word, Excel, Outlook) and comfortable learning financial systems.
• Ability to prioritise workload and meet deadlines under pressure.

Desirable:

• Experience using Intelligent Office (IO).
• Working knowledge of pensions, investments, and protection products.
• Obtain or working towards the CII Diploma in Financial Planning.

What We Offer:

• A supportive and professional working environment.
• Opportunities for professional development and study support.
• Competitive salary and benefits package.
• 25 days’ holiday plus bank holidays.
• Pension scheme and other company benefits.
• Flexible working and the opportunity to work from home.

How to Apply:

To apply, please send your CV and a short cover letter explaining why you are interested in this role.