IFA Admin

Integro Partners; Liverpool City Region; On-site; GBP 24,000 - 29,000; Full time

Job summary

A growing financial planning firm in Liverpool is seeking an IFA Administrator to support their advisers and practice manager. This role offers solid career development with full study support for qualifications. The ideal candidate should have prior financial services administration experience and be proactive. Responsibilities include preparing client documentation, maintaining the CRM, and supporting administrative tasks. This opportunity is office-based and provides excellent progression potential in a team-oriented environment.

Benefits

Full study support

Excellent progression opportunities

Qualifications

• Minimum 1 year of financial services administration experience.
• Experience in IFA or wealth management administration preferred.
• Professional communication skills and a proactive approach.

Responsibilities

• Prepare client documentation including review and meeting packs.
• Maintain and update the CRM and support client contact strategy.
• Process ongoing admin tasks such as withdrawals and fund switches.

Skills

Financial services administration experience

Professional communication skills

Attention to detail

Proactive approach

Job description

IFA Administrator Location: WA12 (Fully Office-Based) Salary: Up to £28,500 (Experience & Qualifications Dependent) Hours: Full-time (9:30am 4:30pm) Part-time considered Benefits: Full Study Support + excellent progression opportunities Start Date: Early Q1 2026

I am currently representing a highly reputable and growing financial planning firm that is entering an exciting phase of expansion. Due to continued acquisitions and increasing client demand, the team is now looking to add an IFA Administrator to support their advisers and practice manager.

This is an excellent long-term opportunity for someone with solid financial services administration experience who wants to develop their expertise within a supportive and collaborative environment.

What We re Looking For

• Previous financial services administration experience (1 year+ ideal)
• Experience in IFA/wealth management admin or platform/provider experience
• Confident working in a fully office-based role (no hybrid)
• Lives within commutable distance of WA12
• Strong attention to detail, reliability and a proactive approach
• Professional communication skills and willingness to learn
• Exams not essential full study support provided

Key Responsibilities

• Preparing client documentation including review packs, meeting packs and correspondence
• Maintaining and updating the CRM and supporting the firm s client contact strategy
• Producing new business forms, trust documents and associated paperwork
• Processing ongoing admin tasks such as withdrawals, fund switches and bereavement cases
• Liaising with providers, advisers and internal teams
• Supporting the practice manager with general administrative duties
• Contributing positively to a small, friendly and collaborative team

Why This Role Stands Out

• The business is in a major growth phase, with clear acquisition plans over the next 6 12 months
• Work closely with an experienced practice manager and three adviser-directors
• Two additional advisers joining over the next year bringing even more experience to learn from
• Genuine opportunity for development as the team expands
• Full study support for those wishing to progress their knowledge and qualifications

Interview Process

• Interviews available online or in person
• Applicants close to meeting the criteria are welcome to apply
• Quick decision-making and a clear onboarding timeline

If you have financial services admin experience and want to join an ambitious firm with excellent support and career development, please apply today. I d be happy to discuss the role further and guide you through the next steps.