IFA Administrator

Integro Partners; Liverpool; On-site; GBP 32,000 - 37,000; Full time

Job summary

A leading Chartered Financial Planning firm in Liverpool is seeking a proactive Senior IFA Administrator / Practice Manager. The ideal candidate will have at least 3 years of experience in a financial planning firm and the R01 qualification. Responsibilities include managing client communications, supporting paraplanners, and maintaining client records. In return, the firm offers a comprehensive benefits package including 25 days holiday, private medical insurance, and access to professional memberships.

Benefits

25 days holiday + bank holidays

Birthday off

Cycle to work scheme

10x death in service cover

Private Medical Insurance (PMI)

5% pension contribution

Access to professional memberships (CII, NextGen Planners)

Modern, newly built office

Be part of a Chartered and Top 100 IFA firm

Qualifications

• Minimum 3 years experience in a financial planning firm.
• Strong attention to detail and organizational skills.
• Good communication and client service abilities.

Responsibilities

• Handle communication with new and existing clients.
• Support with enquiries from prospective and current clients.
• Assist paraplanners with research and analysis.
• Help with submitting and tracking new business.
• Prepare paperwork and book appointments for client meetings.

Skills

Attention to detail

Organizational skills

Client service abilities

Communication skills

Education

R01 qualification

Job description

Senior IFA Administrator / Practice Manager

Location: Liverpool

Salary: £32,000 DOE

Experience Required: Minimum 3 years in a financial planning firm

Qualifications Required: Minimum R01

About the Role

We are looking for a proactive Financial Planning Assistant to join a leading Chartered Financial Planning firm. In this role, you'll provide both administrative and technical support to the team, ensuring clients receive a high level of service and the business runs smoothly.

Key Responsibilities

• Handle communication with new and existing clients
• Support with enquiries from prospective and current clients
• Assist paraplanners with research and analysis
• Help with submitting and tracking new business
• Prepare paperwork and book appointments for client meetings
• Liaise with product providers and third parties
• Maintain and update client records and business systems
• Greet clients and manage meeting logistics
• Keep up to date with industry and regulatory changes

What We re Looking For

• Minimum 3 years experience in a financial planning firm
• R01 qualification (minimum)
• Strong attention to detail and organisational skills
• Good communication and client service abilities
• Comfortable working both independently and as part of a team

Benefits

• 25 days holiday + bank holidays
• Birthday off
• Cycle to work scheme
• 10x death in service cover
• Private Medical Insurance (PMI)
• 5% pension contribution
• Access to professional memberships (CII, NextGen Planners)
• Modern, newly built office
• Be part of a Chartered and Top 100 IFA firm