IFA Administrator - Client Services & Scheduling

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

Job summary

Search Consultancy Ltd in Ormskirk is recruiting an IFA Administrator to join a growing financial planning firm on a full-time basis. You will support Financial Advisers, manage diaries and client meetings, and help prepare documentation.

The role requires strong IT skills, excellent organisation, and a methodical, detail-focused approach. You will liaise with pension providers and life companies, handle client inquiries, and contribute to delivering a high‑quality client experience.

Qualifications

• Experience in an IFA or financial services administration role.
• Strong IT skills, including 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.

Skills

Administrative support

Diary management

Client liaison

IT skills

Attention to detail

Education

Experience in IFA or financial services administration

Tools

Spreadsheets

Databases

Job description

Search Consultancy Ltd in Ormskirk is recruiting an IFA Administrator to join a growing financial planning firm on a full-time basis. You will support Financial Advisers, manage diaries and client meetings, and help prepare documentation.

The role requires strong IT skills, excellent organisation, and a methodical, detail-focused approach. You will liaise with pension providers and life companies, handle client inquiries, and contribute to delivering a high‑quality client experience.