IFA Administrator

Recruit UK; Sefton; Hybrid; GBP 29,000 - 35,000; Full time

Job summary

A recruitment agency specializing in financial services is looking for an IFA Administrator in Southport. You will support financial advisers by managing administrative tasks, maintaining client files, and ensuring compliance. The ideal candidate has experience in financial services administration, strong organizational skills, and proficiency in Microsoft Office. This role offers a competitive salary up to GBP35,000, a bonus scheme, and opportunities for professional development.

Benefits

Bonus Scheme of up to 15%

Hybrid & Flexible shift working

Employee/employer matched pension contribution

Death in service

Online doctor service

Subsidised gym membership

Dental Care

25 days holiday

Study/exam support and funding

Opportunities for professional development

Qualifications

• Previous experience in an IFA or financial services administration role is essential.
• Knowledge of pensions, investments, and protection products is required.
• Ability to manage multiple tasks and meet deadlines.

Responsibilities

• Provide administrative support to financial advisers and paraplanners.
• Process new business applications and track them through to completion.
• Prepare review packs and valuation reports for client meetings.

Skills

Organizational skills

Communication skills

Attention to detail

Education

Experience in financial services administration

Tools

Microsoft Office

Financial planning systems (e.g. Intelliflo, XPlan)

Job description

Job Advert: IFA Administrator

Location: Southport, Merseyside

Salary: Up to GBP35,000 Bonus scheme (Up to 15%)

Employment Type: Full-time, Permanent

Reference Number: 9804

The Company

My client is committed to providing high-quality financial advice and services to clients, ensuring they receive expert support with their financial planning needs. Be a part of a growing team, developing as an IFA Administrator supporting Financial Advisers, clients, and the paraplanning team.

The Role:

As an IFA Administrator, you will play a pivotal role in supporting advisers and clients by managing the administrative aspects of the advice process. You'll be involved in preparing and maintaining client files, liaising with providers, and ensuring compliance with regulatory requirements.

Key Responsibilities:

• Provide full administrative support to financial advisers and paraplanners
• Process new business applications and track them through to completion
• Maintain accurate and up-to-date client records using CRM systems
• Liaise with clients, product providers, and third parties to gather information
• Prepare review packs and valuation reports for client meetings
• Ensure compliance and documentation standards are consistently met
• Handle general office administration tasks as required

Requirements:

• Previous experience in an IFA or financial services administration role (essential)
• Knowledge of pensions, investments, and protection products
• Excellent organisational skills and attention to detail
• Strong written and verbal communication skills
• Ability to manage multiple tasks and meet deadlines
• Proficient in Microsoft Office; experience with financial planning systems (e.g. Intelliflo, XPlan) is a plus

Why Apply?

• Competitive salary of up to GBP35,000
• Bonus Scheme of up to 15%
• Hybrid & Flexible shift working
• Employee/employer matched pension contribution
• death in service
• Online doctor service
• Subsidised gym membership
• Dental Care
• 25 days holiday bh, Xmas/New year closure
• Study/exam support and funding
• Opportunities for professional development and career progression.
• A supportive and inclusive work environment.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm in Southport on an IFA Administrator role.

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