IFA Administrator

Search Consultancy LTD; Lancashire; On-site; GBP 28,000 - 30,000; Full time

Job summary

Search Consultancy LTD is seeking an IFA Administrator in Ormskirk to support financial advisers and paraplanners. The role involves managing diaries, preparing client documents, and coordinating with pension providers to ensure smooth service delivery.

The successful candidate will bring previous IFA/financial services administration experience, strong IT skills, and a methodical, detail‑oriented approach to client communications and records.

Qualifications

• Experience in an IFA or financial services administration role.
• Strong IT skills including spreadsheets and databases.
• Excellent organisational and planning abilities.
• Methodical and detail-focused approach.
• High integrity and professionalism.

Responsibilities

• Providing administrative support to Financial Advisers and Paraplanners.
• Managing adviser diaries and arranging client meetings.
• Preparing client documentation and reports.
• Liaising with pension providers and life companies to gather information.
• Handling and responding to general client enquiries.

Skills

Administrative experience IFA/FS admin

Strong IT skills

Tools

Spreadsheets

Databases

Job description

IFA Administrator

• Location: Ormskirk
• Salary: 28,000 - 30,000
• Hours: Monday to Friday, 9:00am - 5:30pm

The Opportunity

We are working with a growing and supportive financial planning firm in Ormskirk who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services.

The Role

As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience.

Key responsibilities include:

• Providing administrative support to Financial Advisers and Paraplanners
• Managing adviser diaries and arranging client meetings
• Preparing client documentation and reports
• Liaising with pension providers and life companies to gather information
• Handling and responding to general client enquiries

About You

• Previous experience within an IFA or financial services administration role
• Strong IT skills, including experience with spreadsheets and databases
• Excellent organisational and planning abilities
• A methodical and detail-focused approach
• High levels of integrity and professionalism

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.