IFA Administrator

RGH-Global Ltd; Liverpool; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading financial planning firm is looking for an IFA Administrator in Liverpool. The successful candidate will support financial advisers, ensuring client queries are managed professionally and administrative tasks are completed efficiently. The role requires at least one year of experience in financial services administration and offers a salary of up to £30,000 along with excellent benefits including 33 days annual leave and professional development support.

Benefits

33 days annual leave including Bank Holidays

Employer pension contribution

Support for exams and professional development

Friendly working environment

Opportunities for progression

Qualifications

• Minimum of 1 year experience in an IFA or financial services administration role.
• Understanding of investment and pension processes.
• Competence using industry systems and Microsoft Office.

Responsibilities

• Managing client and provider queries with professionalism and urgency.
• Maintaining and updating client records.
• Processing fund switches, transfers, and withdrawals.
• Assisting with financial planning recommendations.

Skills

Organised mindset

Strong written and verbal communication skills

Proactivity

Client-focused approach

Tools

Back-office platforms

Microsoft Office

Job description

IFA Administrator

Location: Liverpool (Office based)

Salary: £25,000 - £30,000 dependent on experience

Overview

A highly regarded financial planning firm is seeking an organised and client-focused IFA Administrator to join its growing team. This position is ideal for someone who enjoys bringing structure to a busy environment and plays a key role in supporting the delivery of high-quality financial advice. This is more than a processing role, your work will directly contribute to a smooth, positive client experience. You'll be a crucial connection between advisers, paraplanners, clients, and providers, helping ensure each stage of the advice journey is handled with care and precision.

The Role

As an IFA Administrator, you'll be responsible for keeping cases moving efficiently, maintaining accurate records, and managing essential tasks across investments, pensions, and protection. You will often be the first point of contact for client queries, making professionalism and excellent communication essential. This is a hands‑on position where your contribution will make a visible impact across the team. You'll provide the administrative backbone that supports advisers and ensures that clients receive timely, accurate, and well‑presented information.

You'll Thrive in This Role If You

• Enjoy maintaining order and structure in a fast‑paced environment
• Take pride in completing tasks accurately and on time
• Are proactive in spotting potential issues and resolving them early
• Want to be part of a team that values quality, consistency, and client care
• Feel motivated knowing your work contributes directly to client outcomes
• Appreciate responsibility and working with autonomy

Key Responsibilities

• Managing client and provider queries with professionalism and urgency
• Maintaining and updating client records, valuations, and documentation
• Processing fund switches, transfers, withdrawals, and provider instructions
• Assisting with the implementation of investment, pension, and financial planning recommendations
• Preparing client review packs, correspondence, and suitability documents
• Ensuring back‑office systems remain accurate, compliant, and well organised
• Coordinating effectively with advisers, paraplanners, and external providers

What Good Performance Looks Like

• Staying on top of tasks without needing reminders
• Communicating clearly and raising issues early
• Working quickly while maintaining exceptional accuracy
• Remaining calm, friendly, and client‑focused in all interactions
• Being viewed by colleagues as dependable and detail‑oriented

What You'll Bring

• Minimum of 1 year experience in an IFA or financial services administration role
• Understanding of investment and pension processes
• Competence using industry systems (e.g., back‑office platforms, provider portals) and Microsoft Office
• Strong written and verbal communication skills
• An organised, structured mindset with a commitment to client service

Benefits

• Salary up to £30,000 depending on experience
• 33 days annual leave including Bank Holidays
• Employer pension contribution
• Full support for exams and professional development
• Friendly, values‑led working environment
• Opportunities to progress as the firm continues to expand