IFA Administrator

Liverpool - UK

Monthly Salary: Not Disclosed

Posted on: 4 hours ago

Vacancies: 1 Vacancy

Job Summary

IFA Administrator

Location: Liverpool (Office based)
Salary: 25000 - 30000 dependent on experience

Overview

A highly regarded financial planning firm is seeking an organised and client-focused IFA Administrator to join its growing team. This position is ideal for someone who enjoys bringing structure to a busy environment and plays a key role in supporting the delivery of high-quality financial advice.

This is more than a processing role your work will directly contribute to a smooth positive client experience. Youll be a crucial connection between advisers paraplanners clients and providers helping ensure each stage of the advice journey is handled with care and precision.

The Role

As an IFA Administrator youll be responsible for keeping cases moving efficiently maintaining accurate records and managing essential tasks across investments pensions and protection. You will often be the first point of contact for client queries making professionalism and excellent communication essential.

This is a hands-on position where your contribution will make a visible impact across the team. Youll provide the administrative backbone that supports advisers and ensures that clients receive timely accurate and well-presented information.

Youll Thrive in This Role If You:

Enjoy maintaining order and structure in a fast-paced environment
Take pride in completing tasks accurately and on time
Are proactive in spotting potential issues and resolving them early
Want to be part of a team that values quality consistency and client care
Feel motivated knowing your work contributes directly to client outcomes
Appreciate responsibility and working with autonomy

Key Responsibilities

Managing client and provider queries with professionalism and urgency
Maintaining and updating client records valuations and documentation
Processing fund switches transfers withdrawals and provider instructions
Assisting with the implementation of investment pension and financial planning recommendations
Preparing client review packs correspondence and suitability documents
Ensuring back-office systems remain accurate compliant and well organised
Coordinating effectively with advisers paraplanners and external providers

What Good Performance Looks Like

Staying on top of tasks without needing reminders
Communicating clearly and raising issues early
Working quickly while maintaining exceptional accuracy
Remaining calm friendly and client-focused in all interactions
Being viewed by colleagues as dependable and detail-oriented

What Youll Bring

Minimum of 1 years experience in an IFA or financial services administration role
Understanding of investment and pension processes
Competence using industry systems (e.g. back-office platforms provider portals) and Microsoft Office
Strong written and verbal communication skills
An organised structured mindset with a commitment to client service

Benefits

Salary up to 30000 depending on experience
33 days annual leave including Bank Holidays
Employer pension contribution
Full support for exams and professional development
Friendly values-led working environment
Opportunities to progress as the firm continues to expand

IFA Administrator Location: Liverpool (Office based) Salary: 25000 - 30000 dependent on experience Overview A highly regarded financial planning firm is seeking an organised and client-focused IFA Administrator to join its growing team. This position is ideal for someone who enjoys bringing structu...