IFA Administrator

Search; Crank; On-site; GBP 28,000 - 30,000; Full time

Benefits offered by this job

Potential team performance bonus

Office-based role

Job summary

Search Recruitment is looking for an IFA Administrator to join a busy wealth management team in St Helens (Rainford). You will support Financial Advisers with new business processing, client servicing and regulatory compliance, including FCA and GDPR requirements.

This full-time, office-based role offers a salary of 28,000–30,000 (DOE) with a potential team performance bonus and clear career development within a professional financial services environment.

Qualifications

• Experience supporting Financial Advisers or working in financial services administration.
• Knowledge of pensions, investments and protection products.
• Excellent attention to detail and accuracy.

Responsibilities

• Manage new business applications across pensions, investments, protection and savings products.
• Liaise with providers, clients and advisers to ensure cases progress efficiently.
• Process letters of authority, transfers and ongoing servicing requests.
• Maintain accurate client records and update CRM systems.
• Prepare client documentation, review packs and correspondence.
• Arrange client meetings and manage adviser diaries.
• Support annual reviews and ongoing client service activities.
• Complete AML and compliance checks, ensuring FCA and GDPR requirements are met.
• Assist advisers with meeting preparation and administrative follow-up.
• Monitor workflows and ensure tasks are completed within agreed timescales.

Skills

Pensions knowledge

Investments knowledge

Compliance and regulatory awareness

CRM systems experience

Education

Financial services qualifications

Tools

Intelligent Office

Defaqto

FE Analytics

Job description

Overview

IFA Administrator – Location: St Helens (Rainford); Salary: 28,000 - 30,000 (DOE); Contract: Full-Time Permanent; Hours: Monday to Friday, 9:00am - 5:00pm; Fully Office-Based

An excellent opportunity has arisen for an experienced IFA Administrator or Financial Services Administrator to join a busy and professional wealth management environment in St Helens.

This role is ideally suited to someone with previous experience supporting Financial Advisers or working within financial services administration who is looking to further develop their career within a client-focused and highly regulated sector.

The Role

As an IFA Administrator, you will provide comprehensive support to Financial Advisers, ensuring the smooth processing of new business, ongoing client servicing, and compliance with regulatory requirements.

You will be responsible for maintaining strong relationships with clients and providers while delivering a high standard of administrative support across pensions, investments, protection and savings products.

Key Responsibilities

• Manage new business applications across pensions, investments, protection and savings products.
• Liaise with providers, clients and advisers to ensure cases progress efficiently.
• Process letters of authority, transfers and ongoing servicing requests.
• Maintain accurate client records and update CRM systems.
• Prepare client documentation, review packs and correspondence.
• Arrange client meetings and manage adviser diaries.
• Support annual reviews and ongoing client service activities.
• Complete AML and compliance checks, ensuring FCA and GDPR requirements are met.
• Assist advisers with meeting preparation and administrative follow-up.
• Monitor workflows and ensure tasks are completed within agreed timescales.

About You

We are looking for candidates with:

• Previous experience as an IFA Administrator, or significant experience within Financial Services Administration
• Knowledge of pensions, investments and protection products
• Strong organisational and time-management skills
• Excellent attention to detail and accuracy
• Experience using CRM systems and Microsoft Office applications
• Professional communication and client service skills
• The ability to manage multiple priorities and work to deadlines

Desirable

• Previous experience within an Independent Financial Adviser practice
• Knowledge of FCA regulations and Consumer Duty requirements
• Experience using systems such as Intelligent Office, FE Analytics or Defaqto
• Financial services qualifications, or an interest in working towards CII qualifications

What’s on Offer

• Salary of 28,000 - 30,000, depending on experience
• Potential team performance bonus
• Full-time, permanent position
• Monday to Friday, 9:00am - 5:00pm
• Fully office-based in St Helens (Rainford)
• Opportunity to develop within a supportive and professional financial services environment

If you feel like this is the right fit for the next step in your career, I’d love to hear from you.

To apply, please contact Jessica Haslam at Search Recruitment.
Email: (url removed)

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.