Financial Planning Administrator

Prestige Recruitment Group; Liverpool; On-site; GBP 26,000 - 30,000; Full time

Job summary

A growing financial planning firm in Liverpool is seeking a detail-focused Financial Planning Administrator to enhance client experiences. The role involves managing client queries, coordinating paperwork, and maintaining performance reports. Ideal candidates will have over a year of experience in financial services, a strong grasp of pensions and investments, and familiarity with tools like Intelliflo. This position is perfect for those who thrive on precision and teamwork. Competitive salary offered.

Benefits

Benefits

Qualifications

• 1+ year of IFA administration or financial services experience.
• Strong understanding of pensions, investments, and platform processes.
• Confidence using systems such as Intelliflo, FE, or Dynamic Planner.
• Excellent communication skills and high attention to detail.

Responsibilities

• Handling client queries professionally and promptly.
• Maintaining accurate client records, valuations, and performance reports.
• Coordinating fund switches, transfers, withdrawals, and provider paperwork.
• Supporting investment, pension, and estate planning cases.
• Producing and dispatching review packs and suitability letters.
• Ensuring clean data and well-managed back-office systems.
• Liaising with advisers, clients, and providers to keep workflows moving.

Skills

IFA administration or financial services experience

Understanding of pensions, investments, and platform processes

Excellent communication skills

Attention to detail

Tools

Intelliflo

FE

Dynamic Planner

Job description

Financial Planning Administrator

Salary: £26,000 - £30,000 + benefits

Liverpool, Merseyside

A growing, values-led financial planning firm is seeking a detail-focused Financial Planning Administrator to join their high-performing team.

This is a key role at the heart of the client experience — not a back-office admin job. You’ll be the first point of contact for clients, support advisers and paraplanners, and keep cases progressing with accuracy and care.

Key Responsibilities:

• Handling client queries professionally and promptly
• Maintaining accurate client records, valuations, and performance reports
• Coordinating fund switches, transfers, withdrawals, and provider paperwork
• Supporting investment, pension, and estate planning cases
• Producing and dispatching review packs and suitability letters
• Ensuring clean data and well-managed back-office systems
• Liaising with advisers, clients, and providers to keep workflows moving

What We’re Looking For:

• 1+ year of IFA administration or financial services experience
• Strong understanding of pensions, investments, and platform processes
• Confidence using systems such as Intelliflo, FE, or Dynamic Planner
• Excellent communication skills and high attention to detail

If you take pride in precision, enjoy keeping things running smoothly, and want to be part of a motivated team, we’d love to hear from you. Apply today.