IFA Administrator

JR United Kingdom; Warrington; On-site; GBP 30,000; Full time

Job summary

A respected financial planning firm in Liverpool is seeking an experienced IFA Administrator to provide essential support to Advisers and Paraplanners. This role includes processing financial transactions, handling client inquiries, and maintaining compliance. The position offers a competitive salary and a supportive team environment.

Benefits

25 days holiday + bank holidays

Free parking

Supportive, close-knit team environment

Qualifications

• 1+ years’ experience in an IFA or investment/pensions admin role.
• Strong communication and organisation skills.
• Confident using financial platforms and admin systems.

Responsibilities

• Provide full admin support to Advisers and Paraplanners.
• Process pensions, investments, and new business.
• Maintain CRM systems and ensure compliance.

Skills

Communication

Organisation

Financial platforms

Job description

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Location: Liverpool (Fully Office-Based)

Ref: 9667

We’re supporting a respected financial planning firm in Liverpool looking to hire an experienced IFA Administrator.

About the Role:

You'll provide full admin support to Advisers and Paraplanners, including:

• Processing pensions, investments, and new business
• Preparing reports, valuations, and client documentation
• Handling client queries and maintaining CRM systems
• Ensuring compliance and liaising with providers

What We're Looking For:

• 1+ years’ experience in an IFA or investment/pensions admin role
• Strong communication and organisation skills
• Confident using financial platforms and admin systems
• Must be comfortable working fully office-based in Liverpool

What’s on Offer:

• Salary up to £30,000 (DOE)
• 25 days holiday + bank holidays
• Free parking
• Supportive, close-knit team environment
• Working hours: 9:30am–5:00pm (Mon–Fri)

Interview Process:

• Initial Teams call
• Final face-to-face interview in Liverpool office

If this role aligns with what you're looking for, apply online to find out more!