IFA Administrator: Elevate Client Care & Back-Office Precision

RGH-Global Limited; Liverpool; On-site; GBP 25,000 - 30,000; Full time

Job summary

A reputable financial planning firm in Liverpool is seeking an organized and client-focused IFA Administrator. In this role, you will manage client queries, maintain accurate records, and assist in financial planning. You should have at least 1 year of experience in financial services, strong communication skills, and a proactive approach to resolving issues. This position offers opportunities for professional development and a supportive team environment.

Benefits

33 days annual leave including Bank Holidays

Employer pension contribution

Support for exams and professional development

Values-led working environment

Qualifications

• Minimum of 1 years experience in an IFA or financial services administration role.
• Understanding of investment and pension processes.
• Strong written and verbal communication skills.

Responsibilities

• Managing client and provider queries with professionalism and urgency.
• Maintaining and updating client records, valuations, and documentation.
• Assisting with the implementation of financial planning recommendations.

Skills

Client-focused communication

Organizational skills

Attention to detail

Proactive issue resolution

Time management

Tools

Microsoft Office

Back-office platforms

Job description

A reputable financial planning firm in Liverpool is seeking an organized and client-focused IFA Administrator. In this role, you will manage client queries, maintain accurate records, and assist in financial planning. You should have at least 1 year of experience in financial services, strong communication skills, and a proactive approach to resolving issues. This position offers opportunities for professional development and a supportive team environment.