IFA Administrator — Hybrid, Client‑Focused Support

Recruit Wealth Limited; Liverpool; Hybrid; GBP 30,000 - 33,000; Full time

Benefits offered by this job

Annual company bonus

Flexible working

Hybrid working

Job summary

Recruit Wealth Limited in Liverpool is seeking an IFA Administrator to join a collaborative administration team. You will work closely with Financial Advisers and paraplanners, handling client servicing, new business, investments, pensions and protection tasks.

The role emphasizes accuracy, organisation and a proactive, team-oriented approach within a supportive environment. Hybrid working and a competitive benefits package are available, with a salary of £30,000–£33,000 per year.

Qualifications

• Experience in Financial Services/IFA Administration
• Good understanding of investments, pensions, protection, providers and platforms
• Experience dealing with financial advisers, providers and clients
• Excellent attention to detail and organisational skills
• Ability to manage multiple cases and competing priorities
• Strong written and verbal communication skills
• Proactive and professional approach
• Team-player mentality

Responsibilities

• Prepare documentation for client meetings and suitability work
• Process new business and applications
• Manage letters of authority and provider correspondence
• Prepare valuations and update platforms
• Maintain accurate client records and policy information
• Liaise with clients, providers and internal teams by phone and email
• Keep client files and records up to date
• Support advisers and paraplanners with day-to-day administration
• Assist with compliance and regulatory requirements
• Provide a professional and responsive service to clients
• Support local marketing and wider business initiatives

Skills

Team player

Attention to detail

Organisational skills

Communication

Tools

Microsoft Word

Microsoft Excel

Outlook

Microsoft Teams

Job description

Recruit Wealth Limited in Liverpool is seeking an IFA Administrator to join a collaborative administration team. You will work closely with Financial Advisers and paraplanners, handling client servicing, new business, investments, pensions and protection tasks.

The role emphasizes accuracy, organisation and a proactive, team-oriented approach within a supportive environment. Hybrid working and a competitive benefits package are available, with a salary of £30,000–£33,000 per year.