IFA Administrator

The Eventus Recruitment Group; St Helens; On-site; GBP 26,000 - 32,000; Full time

Benefits offered by this job

Pension salary sacrifice

Holiday entitlement

Birthday day off

Profit share 5%

Life cover 3x salary

Private medical insurance

Sick pay benefits

CII study support

Paraplanning route

Flexible hours

On-site parking

Team events

Job summary

The Eventus Recruitment Group is seeking a New Business IFA Administrator to join the client support team of an independent, whole of market financial planning firm in St Helens, Merseyside. This full-time, permanent role offers up to £29,000 depending on experience with a 5% employer pension through salary sacrifice and generous study support.

You will own a live pipeline of cases from submission to live investment, liaising with advisers, clients and providers, and progressing applications

Qualifications

• Experience in financial services is essential; financial planning/IFA administration preferred.
• Accuracy and pace are required in a regulated advice context.
• Ability to manage a live pipeline of cases and support advisers.

Responsibilities

• Own a live pipeline of cases from submission to completion.
• Chase providers and third parties to gather information and unblock delays.
• Submit new business applications across pensions, investments, ISAs, bonds and protection.
• Process pension and investment transfers, including Origo and manual routes.
• Check applications for completeness and compliance before submission.
• Produce illustrations, quotations and comparison documents for advisers.
• Submit Letters of Authority and gather existing plan information.
• Onboard new clients with AML and identity verification checks.
• Record adviser charges and reconcile with provider payments.
• Maintain client and plan data accurately on the back-office system.

Skills

Financial services experience

IFA administration

Organisational skills

Attention to detail

Client communication

Microsoft Office

Back office systems

Paraplanning pathway

Tools

CRM systems

Pension platforms

Job description

Eventus Recruitment are seeking a New Business IFA Administrator to join the client support team of an independent, whole of market financial planning firm in St Helens, Merseyside. This is a full-time, permanent job paying up to £29,000 depending on experience, with a 5% employer pension through salary sacrifice, 26 days' holiday plus bank holidays rising to 30 with service, a profit-share bonus (5%) and fully funded CII study support. The job is office-based in St Helens, Merseyside, with flexible start and finish times, working Monday to Friday. The team is growing from 18 people towards around 30 over the next three years, so for an administrator who wants a technical desk and a proven route into paraplanning, this one is worth a look.

Role Responsibilities

The New Business IFA Administrator runs every case from the point the adviser makes a recommendation through to the money being invested and the plan going live. It is the engine room of the advice process, and the job carries real ownership rather than a queue of tasks handed down: the pipeline is yours, and the advisers rely on you to know where every case sits and why. The desk is a busy one, so this suits an administrator who is organised, quick to pick things up and comfortable holding many cases at once.

Key responsibilities include:

• Owning a live pipeline of cases from submission through to completion
• Chasing providers, platforms and third parties until outstanding information arrives, escalating where a case has stalled
• Preparing and submitting new business applications across pensions, investments, ISAs, bonds and protection
• Processing pension and investment transfers, including Origo and manual routes
• Checking every application pack is complete and compliant before it leaves the building
• Producing illustrations, quotations and comparison documents for the advisers
• Submitting Letters of Authority and gathering existing plan information
• Onboarding new clients, including anti-money laundering and identity verification checks
• Recording adviser charges and reconciling them against provider payments
• Keeping client and plan data accurate on the back office system throughout the case

Person Specification

Experience gained in financial services is essential for this New Business IFA Administrator job, and financial planning or IFA administration is the ideal background. Accuracy matters as much as pace here, because the work feeds directly into regulated advice and a mistake at submission stage costs the client weeks. Confidence dealing with providers and clients directly is what separates managing this job from running it.

You should also be able to demonstrate the following:

• Financial planning or IFA administration experience, or wider financial services experience
Ownership of a new business pipeline, or comparable case-tracking responsibility
• Organisation and the judgement to prioritise competing cases and deadlines
• A proactive approach to chasing and unblocking work rather than waiting to be asked
• Accuracy and attention to detail maintained under a full workload
• Confident written and verbal communication with clients, providers and colleagues
• Comfort across back office systems and Microsoft Office
• Interest in CII study, whether already underway or not yet started

Benefits and Rewards

Alongside a salary of up to £29,000 depending on experience, on a full-time, permanent basis working Monday to Friday, office-based in St Helens, Merseyside, the employer offers:

• 5% employer pension contribution through a salary sacrifice scheme
• 26 days' holiday plus bank holidays, rising to 30 with length of service
• Option to buy or sell holiday, plus an additional day off for your birthday
• Profit-share bonus of 5% of salary
• Life cover at 3x salary after one year's service
• Private medical insurance after a qualifying period
• Enhanced company sick pay once probation is passed, rising with length of service
• Fully funded CII and Diploma study support
• A clear path from administration into paraplanning and, if wanted, on into advice
• Flexible start and finish times, starting between 8 and 10 and finishing between 4 and 6
• Free on-site parking
• Regular team and social events

About the Company

The employer is an independently owned financial planning firm advising whole of market, rather than a network practice or part of a consolidator, covering pensions, investments, inheritance tax, mortgages and protection across the North West. It has grown to a team of 18 almost entirely on referral, having never advertised for a client, and the founder still holds advice relationships rather than sitting above the business. Administration sits inside a proper support function alongside paraplanning and advice, which is why the work here is technical rather than clerical, and the team is heading from 18 people to around 30 over the next three years.

The progression route is not a promise on a careers page. A recent administrator who I placed is halfway through her Level 4 Diploma, already doing paraplanning work, with a route on into advice after it. A recent adviser who I placed says joining was the right move without question, because he finally has the paraplanning and administration support behind him that his previous firm never gave him. One of the current advisers walked the whole path, joining as an administrator, moving into paraplanning, and now advising with competent adviser status, qualifications funded the whole way.

Please note, the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.

As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances.

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