Financial Planning Administrator

Eden Rose; Liverpool; Hybrid; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Flexible & Hybrid working

Bonus scheme

Birthday off

Life Insurance

Pension

Permanent Health Insurance

Annual reviews

Job summary

Eden Rose in Liverpool is seeking an experienced IFA Administrator to join our financial planning team. This permanent role offers hybrid working and a salary up to £32,000 per annum. You will support administrators in a regulated environment and assist with client service and regulatory compliance.

Strong FCA knowledge, excellent communication skills, and a proactive approach are essential. The firm promotes career development, with study support and regular annual reviews.

Qualifications

• Previous experience within an IFA setting.
• Knowledge and understanding of the FCA regulations.
• Effective written and verbal communication.
• Professional, proactive and positive attitude.

Skills

Previous IFA experience

FCA regulations knowledge

Written & verbal communication

Proactive attitude

Job description

Job Ref

91081

Location

Liverpool

Salary

£28,000 - £32,000 Per Annum

Employment Type

Permanent

• Location: Liverpool, Merseyside
• Type: Permanent
• Job #91081
• Salary: £28,000 - £32,000 Per Annum

IFA Administrator

Liverpool, hybrid

• Flexible working and Hybrid working
• Salary – up to £32,000
• Annual Review, Bonus Scheme and Awards
• Birthday off
• Really nice office, in great location
• Life Insurance
• Permanent Health Insurance
• Pension
• And there is more – reach out to discuss these details

We are assisting a Liverpool based company with a IFA administrator position, which has become available due to an internal promotion and growth in the company.

There is a great community feel throughout the company, with a very friendly but professional working environment.

This is a fantastic position for an experienced administrator to join a growing firm that can offer genuine career development by having such a broad proposition on offer as well as offering exam and study support for people looking to further their technical knowledge and qualifications.

What’s needed for me to be considered?

• Previous experience within an IFA setting
• Knowledge and understanding of the FCA regulations
• Effective communication, both written and verbal
• Have a professional, proactive and positive attitude

Job Synonyms: IFA administrator, Financial planning administrator, private client support, paraplanner assistant, IFA support, Technical Support