IFA Admin

Integro Partners; Liverpool; On-site; GBP 26,000 - 38,000; Full time

Benefits offered by this job

25 days annual leave + bank holidays

Birthday off

Paid Christmas shutdown

9-day working fortnight

Employer pension contribution 5%

Death in Service cover (10x salary)

Private Medical Insurance

Health Cash Plan

Employee discounts

Study support & professional dev.

Referral bonus scheme

Discretionary performance bonus

Job summary

Integro Partners in Liverpool is seeking an experienced IFA Administrator to join its client-focused team. You will support Financial Advisers and Paraplanners, handling new business applications and ongoing client servicing across pensions, investments, protection and wealth management.

You will maintain accurate client records, ensure compliance with FCA regulations, and chase providers to progress cases. This hybrid role offers a collaborative environment and a strong benefits package.

Qualifications

• Experience in financial services administration or paraplanning.
• FCA regulatory understanding and documentation accuracy.
• Ability to manage cases from start to finish.

Responsibilities

• Process and submit new business applications across pensions, ISAs, investments, and protection.
• Prepare valuations, reports, and meeting packs for advisers.
• Liaise with providers and platforms to obtain valuations and policy information.
• Maintain accurate client records and ensure audit readiness.
• Provide proactive support to advisers and clients throughout the advice journey.

Skills

Client service orientation

Regulatory knowledge

Attention to detail

Communication skills

Team collaboration

Job description

IFA Administrator

Location: North West (Hybrid Working Available)

Job Type: Full-Time, Permanent

Salary: Competitive + Excellent Benefits

The Opportunity

An established and growing financial planning firm is seeking an experienced IFA Administrator to join its client-focused team.

This is an excellent opportunity for a well-rounded financial services administrator who enjoys managing cases from start to finish and takes pride in delivering exceptional client service. You'll work closely with Financial Advisers and Paraplanners, supporting clients throughout their financial planning journey across pensions, investments, protection, and wealth management solutions.

The successful candidate will play a key role in ensuring the smooth delivery of client services while maintaining the highest standards of accuracy, compliance, and professionalism.

Key Responsibilities

New Business Administration

• Process and submit new business applications across pensions, investments, ISAs, bonds, and protection products.
• Ensure applications are completed accurately and submitted within agreed timescales.
• Monitor cases through to completion and proactively manage outstanding requirements.

Client Servicing & Reviews

• Prepare valuations, reports, and review packs for adviser meetings.
• Support ongoing client servicing and review processes.
• Ensure all post-review actions are completed accurately and efficiently.

Provider & Platform Liaison

• Liaise with providers and investment platforms to obtain valuations, illustrations, and policy information.
• Submit and manage Letters of Authority.
• Chase providers and third parties to ensure timely case progression.

Client Records & Compliance

• Maintain accurate and up-to-date client records on back-office systems.
• Ensure all files are fully documented and audit-ready.
• Adhere to FCA regulations, Consumer Duty principles, and internal procedures at all times.

Client & Adviser Support

• Act as a key point of contact for client and provider enquiries.
• Provide professional and efficient support to Financial Advisers and Paraplanners.
• Contribute to delivering an exceptional client experience throughout the advice process.

What's on Offer?

• 25 days annual leave plus bank holidays
• Your birthday off every year
• Paid Christmas shutdown
• 9-day working fortnight - enjoy a paid day off every other week
• 5% employer pension contribution with enhanced salary sacrifice benefits
• Death in Service cover (10x salary)
• Private Medical Insurance
• Health Cash Plan
• Employee discounts and lifestyle benefits programme
• Study support and professional development opportunities
• Referral bonus scheme
• Discretionary performance bonus

Why Apply?

This is a fantastic opportunity to join a supportive and forward-thinking financial planning business that genuinely invests in its people. You'll enjoy a positive working environment, excellent work-life balance, and the opportunity to further develop your career within a growing organisation.

If you're an experienced IFA Administrator looking for your next challenge, we'd love to hear from you