Location
Liverpool
Salary Competitive TypePermanent WorkplaceOn-Site Ref87862
We are working on behalf of a highly regarded financial planning firm in Liverpool to recruit an experienced IFA Administrator. This is a fantastic opportunity to join a supportive, client-focused team in a full-time, office-based role.
The firm is looking for someone proactive, detail-oriented, and confident in delivering high-quality administrative support across all aspects of financial planning. If youre passionate about financial services and enjoy working in a busy, professional environment, this could be a great next step.
Key Responsibilities:
1. Managing client queries, preparing valuations, and maintaining accurate client records
2. Supporting advisers with the administration of investments, pensions, and estate planning
3. Preparing review packs, performance summaries, and compliance documentation
4. Processing fund switches, withdrawals, and transactions with providers
5. Submitting and tracking new business applications, ensuring full FCA compliance
6. Liaising with product providers, advisers, and clients to ensure smooth day-to-day operations
7. Maintaining and updating CRM systems and client data accurately
What Were Looking For:
8. Minimum of 1 years experience in an IFA or wealth management administration role (essential)
9. Strong knowledge of pensions and investment products
10. Excellent attention to detail and organisational skills
11. Confident user of CRM and financial planning systems
12. Strong communication skills, both written and verbal
13. Ability to manage workload independently while working as part of a team
Package & Benefits:
14. Salary up to £30,000 (depending on experience)
15. Company pension scheme
16. Monday to Friday, office-based role
17. Permanent, full-time position
18. Supportive team environment with long-term progression opportunities