Job Description
Senior IFA Administrator / Practice Manager
Location: Liverpool
Salary: £32,000 DOE
Experience Required: Minimum 3 years in a financial planning firm
Qualifications Required: Minimum R01
About the Role
We are looking for a proactive Financial Planning Assistant to join a leading Chartered Financial Planning firm. In this role, you'll provide both administrative and technical support to the team, ensuring clients receive a high level of service and the business runs smoothly.
Key Responsibilities
Location: Liverpool
Salary: £32,000 DOE
Experience Required: Minimum 3 years in a financial planning firm
Qualifications Required: Minimum R01
About the Role
We are looking for a proactive Financial Planning Assistant to join a leading Chartered Financial Planning firm. In this role, you'll provide both administrative and technical support to the team, ensuring clients receive a high level of service and the business runs smoothly.
Key Responsibilities
- Handle communication with new and existing clients
- Support with enquiries from prospective and current clients
- Assist paraplanners with research and analysis
- Help with submitting and tracking new business
- Prepare paperwork and book appointments for client meetings
- Liaise with product providers and third parties
- Maintain and update client records and business systems
- Greet clients and manage meeting logistics
- Keep up to date with industry and regulatory changes
- Minimum 3 years experience in a financial planning firm
- R01 qualification (minimum)
- Strong attention to detail and organisational skills
- Good communication and client service abilities
- Comfortable working both independently and as part of a team
- 25 days holiday + bank holidays
- Birthday off
- Cycle to work scheme
- 10x death in service cover
- Private Medical Insurance (PMI)
- 5% pension contribution
- Access to professional memberships (CII, NextGen Planners)
- Modern, newly built office
- Be part of a Chartered and Top 100 IFA firm
About Integro Partners