Ifa administrator

Job Title : IFA Administrator Location: North West Liverpool or Southport Employment Type: Full-time, Permanent Salary: 28-30K Why Join Us? We believe that a well-supported team delivers the best results for our clients. That’s why we offer one of the most competitive and comprehensive benefits packages in the financial services industry, including: Ultimate Work-Life Balance: 9-day working fortnight ( a paid day off every other week! ), plus paid leave during our Christmas shutdown period. Generous Annual Leave: 25 days’ holiday your birthday off all bank holidays. Top-Tier Pension: 5% employer contribution via Salary Sacrifice, with all employer National Insurance savings rebated directly back into your plan. Peace of Mind: Death in Service cover (10× basic salary) Private Medical Insurance. Health & Well-being: Cash Plan Scheme (covering dental, optical, health checks, and extra benefits). Perks & Discounts: Circular Benefits Programme (everyday living discounts and salary sacrifice schemes) and an MHW Staff Discount Card. Career Growth: No qualifications required to start, but full financial support and study leave are provided if you wish to pursue professional development. Extra Rewards: Discretionary performance bonus scheme a staff referral bonus scheme. About Us We are a leading Independent Financial Adviser (IFA) firm dedicated to providing high-quality, tailored financial advice. With a strong focus on pensions, investment advice, and inheritance tax planning, our mission is to guide clients toward achieving their long-term financial objectives. We pride ourselves on the highest standards of professionalism and care, ensuring all advice and operations strictly comply with FCA regulations and firmly embed the FCA’s Consumer Duty principles. The Role We are seeking a well-versed and experienced IFA Administrator to provide first-class support to our Financial Advisers, Paraplanners, and clients. This is an end-to-end administrative role where you will confidently manage cases across the entire client lifecycle. From accurately processing new business to preparing client reviews and handling day-to-day provider queries, your precision and organisation will keep our operations running smoothly. Key Responsibilities: New Business Processing: Accurately prepare, process, and submit applications across a range of products and wrappers (Pensions, ISAs, Investments, Bonds, and Protection), chasing through to completion. Client Servicing & Reviews: Manage the ongoing client review cycle, including preparing valuations and review packs ahead of adviser meetings, and actioning any post-meeting requirements. Provider & Platform Liaison: Work directly with platforms and providers to obtain illustrations, valuations, and policy information, and process Letters of Authority (LOAs). Client File Management: Maintain pristine, up-to-date, and audit-ready client records on our back-office system. Client Support & Communication: Act as a key point of contact for client and provider queries, offering a professional, warm, and timely response. Consumer Duty Compliance: Ensure all administrative work supports good client outcomes, transparency, and fairness in line with FCA guidelines. What We Are Looking For Experience & Knowledge: Proven experience as an Administrator within a UK IFA or wealth management firm. Hands-on experience administering a range of financial products (Pensions, ISAs, Bonds, Protection, and Investments). Confidence working with financial provider portals, platforms, and IFA back-office systems . A solid working understanding of FCA regulations, particularly the Consumer Duty principles . No formal qualifications are required! We value experience and the right attitude, though we are more than happy to fully fund further study if you want to grow your career. Skills & Personal Attributes: High Attention to Detail: Exceptional accuracy in data entry and file management—you spot the things others miss. Excellent Communication: A professional, client-friendly manner both in writing and over the phone. Organised Multitasker: Ability to manage a busy pipeline of cases and deadlines efficiently in a fast-paced environment. Team Player: A proactive, self-motivated individual who can work independently but loves collaborating with a wider team. How to Apply If you are an experienced IFA Administrator looking for a brilliant team culture, unbeatable work-life balance, and long-term stability, we would love to hear from you!