IFA Administrator

Up to £32,000

Are you an experienced Financial Services Administrator looking for an exciting new challenge?  We’re looking for a highly organised and technically competent IFA Administrator to join a professional and friendly team in Southport.

You’ll be the backbone of the operations, supporting Financial Planners who advise high-net-worth clients. This is an excellent opportunity for someone with a strong background in IFA administration who thrives in a fast-paced, client-focused environment.

• Assist advisers with client meeting preparation, including research, compliant illustrations, and supporting documentation.
• Handle new business applications, fund switches, policy assignments, and withdrawals.
• Administer investment and pension contracts; SSAS, SIPP, personal pensions, GIAs, ISAs, and onshore/offshore bonds.
• Maintain Client data and action tasks post-client reviews.
• Prepare provider documents and presentations for adviser meetings.
• Take responsibility for executing advice recommendations while also collaborating closely with team members.
• Identify and support improvements to systems, processes, and client service delivery.

We are keen to hear from candidates with the following:

• Proven success in an IFA or financial planning environment, supporting advisers who serve high-net-worth individuals.
• Strong technical understanding of pensions, investments, and financial planning principles, with working knowledge of the FCA regulatory framework.
• Working towards, or already hold, the Certificate in Financial Services (or equivalent).
• Excellent attention to detail, confident with client data systems.

This is a permanent, full time role.

Please apply with updated CV.