Senior IFA Administrator / Practice Manager Location: Liverpool Salary: £32,000 DOE Experience Required: Minimum 3 years in a financial planning firm Qualifications Required: Minimum R01 About the Role We are looking for a proactive Financial Planning Assistant to join a leading Chartered Financial Planning firm. In this role, you'll provide both administrative and technical support to the team, ensuring clients receive a high level of service and the business runs smoothly. Key Responsibilities Handle communication with new and existing clients Support with enquiries from prospective and current clients Assist paraplanners with research and analysis Help with submitting and tracking new business Prepare paperwork and book appointments for client meetings Liaise with product providers and third parties Maintain and update client records and business systems Greet clients and manage meeting logistics Keep up to date with industry and regulatory changes What We’re Looking For Minimum 3 years’ experience in a financial planning firm R01 qualification (minimum) Strong attention to detail and organisational skills Good communication and client service abilities Comfortable working both independently and as part of a team Benefits 25 days holiday bank holidays Birthday off Cycle to work scheme 10x death in service cover Private Medical Insurance (PMI) 5% pension contribution Access to professional memberships (CII, NextGen Planners) Modern, newly built office Be part of a Chartered and Top 100 IFA firm