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Financial Services Administrator

Financial Services Administrator

Liverpool, Merseyside

Salary: £25,000 - £30,000

We are pleased to be working with a Financial Planning firm based on the outskirts of Liverpool.

This Liverpool based IFA Administrator job opportunity will be based near a train station.

You will be joining an established Liverpool based financial services team.

This Financial Services role will involve:

  • Supporting the Financial Advisors with compliance administration support.
  • Working with providers.
  • Providing fact finds.
  • Managing and inputting client information.
  • Producing client reports.

Experience required:

  • Experience in Financial Services administration is essential.
  • Ideally worked within IFA Practice.
  • Previous experience working with Pensions or Investment administration.
  • Ideally working towards the Diploma in Financial Planning.

Click here to apply:

INDP

Permanent
4 September 2026
Financial Planning
IFA Administrator
Merseyside, Liverpool
Salary: £25,000 - £30,000