IFA Administrator

IFA Administrator

Liverpool / Southport

Up to £32,000

This opportunity would suit an experienced IFA Administrator who enjoys being a key part of the client journey and wants to join a modern, forward-thinking financial planning business that genuinely invests in its people. If you take pride in delivering a high standard of service, enjoy working closely with advisers and clients, and want to be part of a business that values professionalism, flexibility, and personal development, this could be an excellent next step.

The Business

This is a well-established financial planning firm that provides personalised advice across pensions, investments, protection, and retirement planning. The business has built its reputation on delivering high-quality client outcomes and maintaining exceptional standards of service. You will be joining a collaborative team environment where employee wellbeing, professional development, and client care sit at the heart of the business. The company offers a progressive culture with a strong focus on supporting staff both professionally and personally.

The Role

Working as an IFA Administrator, you will provide essential support to Financial Advisers and help ensure the smooth delivery of advice and ongoing client service.

Your responsibilities will include:

• Processing new business across pensions, investments, ISAs, bonds, and protection products
• Preparing client review packs, valuations, and supporting documentation
• Obtaining policy information and illustrations from providers and platforms
• Submitting and managing letters of authority
• Maintaining accurate client records and updating back-office systems
• Liaising with clients, providers, and advisers regarding queries and outstanding requirements
• Ensuring all work is completed in line with FCA regulations and Consumer Duty requirements
• Working closely with advisers and paraplanners to deliver an outstanding client experience

About You

To be considered for this role, you should already have experience working within an IFA or wealth management environment and be confident managing a variety of administrative responsibilities across the financial planning process. Ideally, you will have:

• Experience in an IFA Administration role
• Experience dealing with pensions, investments, ISAs, protection, and related products
• Strong understanding of new business processing and ongoing client servicing
• Experience using provider platforms and back-office systems
• Excellent attention to detail and organisational skills
• Strong communication skills and a professional client-focused approach
• A proactive attitude and the ability to work effectively within a team environment

Benefits

• 25 days annual leave plus bank holidays
• Your birthday off each year
• Additional paid leave during the Christmas shutdown period
• 9-day working fortnight with a paid day off every other week
• 5% employer pension contribution via salary sacrifice
• Death in Service cover of 10x salary
• Private Medical Insurance
• Healthcare Cash Plan
• Employee discounts and benefits programme
• Financial support and study leave for professional qualifications
• Referral bonus scheme
• Discretionary performance bonus scheme

Additional Information

This is an excellent opportunity to join a growing and highly regarded financial planning business that offers genuine work-life balance, strong employee benefits, and long-term career development within a supportive and professional environment.

Synonyms: Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator