IFA Administrator

Prestige Recruitment Group; Liverpool; Hybrid; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Prestige Recruitment Group is recruiting an IFA Administrator in Liverpool City Centre for a financial planning firm. Hybrid working supports balance while delivering essential client service and administration across new business and existing clients.

The role involves supporting Advisers and Paraplanners, processing applications, maintaining records, and ensuring compliance, with opportunities for professional development in a professional team.

Qualifications

• IFA/Financial Services administration experience is preferred.
• Strong organisational, proactive and detail-focused approach; able to handle multiple priorities.
• Excellent communication and IT skills.

Responsibilities

• Supporting Financial Advisers and Paraplanners.
• Processing new business and applications; servicing existing clients and handling queries.
• Preparing valuations, Letters of Authority and client documentation.
• Updating platforms, providers and client records.
• Liaising with clients and providers by phone and email.
• Maintaining accurate records and ensuring compliance requirements are met.

Skills

IFA administration

Client support

Multi-priority handling

Communication

IT skills

Tools

CRM systems

Microsoft Office

Job description

IFA Administrator

Liverpool City Centre , Merseyside | £28,000 - £32,000 | Hybrid Working

We are recruiting for an established Financial Planning business in Liverpool City Centre seeking an experienced IFA Administrator to join their team.

Working alongside Financial Advisers and Paraplanners, you’ll provide high-quality administration and client support across new business and existing clients.

The Role

• Supporting Financial Advisers and Paraplanners
• Processing new business and applicationsServicing existing clients and handling queries
• Preparing valuations, Letters of Authority and client documentation
• Updating platforms, providers and client records
• Liaising with clients and providers by phone and email
• Maintaining accurate records and ensuring compliance requirements are met

About You

• You’ll ideally have previous IFA/Financial Services administration experience, with a good understanding of investments, pensions and protection.
• You’ll also need to be highly organised, proactive and detail-focused, with strong communication and IT skills and the ability to manage multiple priorities.

Excellent opportunity to join a professional and supportive team offering hybrid working and long-term career development.

INDP