IFA Administrator

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

Job summary

Search Consultancy is assisting a growing financial planning firm in Ormskirk to recruit an IFA Administrator. This position offers a chance to build a long-term career in financial services while supporting advisers and paraplanners in a busy everyday operation.

You will be responsible for managing adviser diaries, arranging client meetings, preparing documentation and reports, liaising with pension providers and life companies, and handling general client enquiries.

Qualifications

• 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

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

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

we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.