Please ensure Javascript is enabled for purposes of website accessibility IFA Administrator, Jobs, 1370

IFA Administrator

Sorry, this advert is now closed. Click here to view our live vacancies.

Financial Services Administrator

Salary: £24,000 - £28,000

We are delighted to be working with a Lancashire based and award winning Financial Planning Management Pract based near Preston.

They have an exciting opportunity for an experienced IFA administrator to join a well established and growing financial services company in the Lancashire area.

The Role:

  • Liaising with product providers, clients and client representatives as and when required.
  • Assisting advisers in the creation of client financial reports and letters.
  • Preparation of client portfolio reviews.
  • Working alongside the Paraplanners, preparing files for completion and making sure fully compliant.


  • Previous experience in Financial Planning and willingness to develop experience.
  • Must have good attention to detail when working with client files.
  • Strong communication skills and ability to build rapport.
  • A natural ability with numbers, and a basic understanding of investments & Pensions.

This is an outstanding Financial Services job opportunity which offers long term career learning and development.

I would really like to hear from you to discuss this job opportunity.

Please click to apply:

31 March 2023
Financial Planning
IFA Administrator
Lancashire, Preston
£24,000 - £28,000