IFA Administrator

Job Ref

90272

Location

Liverpool

Salary

£25,000 - £30,000 Per Annum

Employment Type

Permanent

• Location: Liverpool, Merseyside
• Type: Permanent
• Job #90272
• Salary: £25,000 - £30,000 Per Annum

Overview A well-established financial planning firm is looking to recruit an experienced IFA Administrator to join their growing team. This role will support financial advisers across the full client journey, ensuring a high level of service and efficient processing of business.

This position would suit someone with a minimum of 5 years’ experience within a financial planning environment who is confident managing a varied workload and working closely with advisers and clients.

Key Responsibilities

• Provide full administrative support to financial advisers
• Process new and existing business across pensions, investments, and protection
• Prepare client review packs, including valuations and performance data
• Submit and manage Letters of Authority (LOAs)
• Liaise with providers to obtain and update client information
• Maintain accurate and up-to-date client records on the back-office system
• Assist with client onboarding and ensure all compliance requirements are met
• Support with fund switches, withdrawals, and other client requests
• Manage workflow tasks and ensure SLAs are met

Requirements

• Minimum 5 years’ experience within an IFA / financial planning environment
• Strong understanding of financial products including pensions and investments
• Experience using back-office systems (e.g. Intelligent Office or similar)
• High attention to detail and strong organisational skills
• Ability to manage workload effectively and prioritise tasks
• Strong communication skills when dealing with clients and providers