Job Title: IFA Administrator
Location: Liverpool (Fully Office-Based)
Salary: £28,000–£30,000 (DOE)
Ref: 9667
We’re supporting a respected financial planning firm in Liverpool looking to hire an experienced IFA Administrator.
About the Role:
Youll provide full admin support to Advisers and Paraplanners, including:
* Processing pensions, investments, and new business
* Preparing reports, valuations, and client documentation
* Handling client queries and maintaining CRM systems
* Ensuring compliance and liaising with providers
What Were Looking For:
* 1+ years’ experience in an IFA or investment/pensions admin role
* Strong communication and organisation skills
* Confident using financial platforms and admin systems
* Must be comfortable working fully office-based in Liverpool
What’s on Offer:
* Salary up to £30,000 (DOE)
* 25 days holiday + bank holidays
* Free parking
* Supportive, close-knit team environment
* Working hours: 9:30am–5:00pm (Mon–Fri)
Interview Process:
* Initial Teams call
* Final face-to-face interview in Liverpool office
If this role aligns with what youre looking for, apply online to find out more!