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Admin - independent financial adviser (ifa)

Liverpool (Merseyside)
Freelance
Recruit UK | Certified B Corp™
Independent financial advisor
Posted: 28 May
Offer description

Job Title: IFA Administrator Location: Liverpool (Fully Office-Based)
We’re supporting a respected financial planning firm in Liverpool looking to hire an experienced IFA Administrator.
Processing pensions, investments, and new business
Handling client queries and maintaining CRM systems
1+ years’ experience in an IFA or investment/pensions admin role
~ Confident using financial platforms and admin systems
~ Must be comfortable working fully office-based in Liverpool

25 days holiday + bank holidays
~ Free parking
~ Working hours: 9:30am–5:00pm (Mon–Fri)

Final face-to-face interview in Liverpool office


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