Chartered IFA Admin & Practice Manager - Liverpool

Integro Partners; Liverpool; On-site; GBP 32,000 - 37,000; Full time

Job summary

A leading Chartered Financial Planning firm in Liverpool is seeking a proactive Senior IFA Administrator / Practice Manager. The ideal candidate will have at least 3 years of experience in a financial planning firm and the R01 qualification. Responsibilities include managing client communications, supporting paraplanners, and maintaining client records. In return, the firm offers a comprehensive benefits package including 25 days holiday, private medical insurance, and access to professional memberships.

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

Qualifications

• Minimum 3 years experience in a financial planning firm.
• Strong attention to detail and organizational skills.
• Good communication and client service abilities.

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.

Skills

Attention to detail

Organizational skills

Client service abilities

Communication skills

Education

R01 qualification

Job description

A leading Chartered Financial Planning firm in Liverpool is seeking a proactive Senior IFA Administrator / Practice Manager. The ideal candidate will have at least 3 years of experience in a financial planning firm and the R01 qualification. Responsibilities include managing client communications, supporting paraplanners, and maintaining client records. In return, the firm offers a comprehensive benefits package including 25 days holiday, private medical insurance, and access to professional memberships.