IFA Administrator

Liverpool, Merseyside | £28,000 - £32,000 | Hybrid Working

We are recruiting for an established Financial Planning business in Liverpool seeking an experienced IFA Administrator to join their team.

Working alongside Financial Advisers and Paraplanners, you’ll provide high-quality administration and client support across new business and existing clients.

The Role

• Supporting Financial Advisers and Paraplanners
• Processing new business and applications
• Servicing existing clients and handling queries
• Preparing valuations, Letters of Authority and client documentation
• Updating platforms, providers and client records
• Liaising with clients and providers by phone and email
• Maintaining accurate records and ensuring compliance requirements are met

About You

• You’ll ideally have previous IFA/Financial Services administration experience, with a good understanding of investments, pensions and protection.
• You’ll also need to be highly organised, proactive and detail-focused, with strong communication and IT skills and the ability to manage multiple priorities.

Excellent opportunity to join a professional and supportive team offering hybrid working and long-term career development.

INDP