IFA Administrator

Recruit UK; Lancashire; On-site; GBP 28,000 - 34,000; Full time

Benefits offered by this job

26 days annual leave

Auto-enrolment pension

Share Incentive Plan

Private Medical Insurance

Death in Service

Income Protection

Enhanced maternity leave

Paid paternity leave

Electric car scheme

Cycle to work scheme

Hybrid working

Job summary

Recruit UK is working with a well-regarded Wealth Management firm in Blackpool to recruit an IFA Administrator. You will manage all aspects of financial services administration, including LOA processing, client documentation, and liaison with providers and clients.

Key duties include handling new business applications, preparing appointment packs, and maintaining adviser diaries, while ensuring FCA-compliant documentation. Hybrid working is offered in the role.

Qualifications

• Minimum of 1 year experience as an IFA Administrator within an Independent Financial Advice firm.
• Experience with Intelligent Office or Xplan is highly advantageous.

Responsibilities

• Handle new business applications and liaise with providers to ensure timely completion.
• Prepare client appointment packs and manage adviser diaries.
• Ensure all documentation meets FCA regulatory standards.
• Gather data for cash flow modelling and portfolio analysis.

Skills

IFA Administration

Provider liaison

Tools

Intelligent Office

Xplan

Job description

Job Title: IFA Administrator

Industry: Financial Services

Location: Blackpool

Salary: Up to £30,800 DOE

Reference Number: 10541

Recruit UK is working with a well-respected Wealth Management firm in Blackpool, offering an excellent opportunity for an experienced IFA Administrator to join their growing team.

As an IFA Administrator you will manage all aspects of financial services administration, including processing Letters of Authority (LOA), preparing client documentation, and liaising with providers and clients.

Responsibilities:

• Handle new business applications and liaise with providers to ensure timely completion.
• Prepare client appointment packs and manage adviser diaries.
• Ensure all documentation meets FCA regulatory standards.
• Gather data for cash flow modelling and portfolio analysis.

What's in it for you:

• Competitive salary up to £30,800 (depending on experience).
• 26 days' annual leave, increasing with length of service.
• Auto-enrolment pension.
• Share Incentive Plan.
• Private Medical Insurance.
• Death in Service (DIS) cover.
• Income Protection.
• Enhanced maternity leave.
• Paid paternity leave.
• Electric car scheme.
• Cycle to work scheme.
• Hybrid working.

Skills and experience required:

• A minimum of 1 years' experience working as an IFA Administrator within an Independent Financial Advice firm
• Experience with Intelligent Office or Xplan is highly advantageous