IFA Administrator – Office-Based with Study Support & Growth

Integro Partners; St Helens; On-site; GBP 24,000 - 29,000; Full time

Job summary

A reputable financial planning firm in St Helens is seeking an IFA Administrator to support advisers and manage client documentation. The role requires a minimum of one year of financial services administration experience and offers full study support for career development. This is a solid opportunity for individuals looking to grow within a collaborative and ambitious environment. The position is office-based, ensuring a focused work atmosphere with great progression opportunities.

Benefits

Full study support

Excellent progression opportunities

Qualifications

• Minimum 1 year of experience in financial services administration required.
• Strong attention to detail and reliability are essential.
• Willingness to learn and grow within the firm.

Responsibilities

• Prepare client documentation including review packs and correspondence.
• Maintain and update the CRM for client contact strategy.
• Process ongoing admin tasks like withdrawals and fund switches.
• Liaise with providers, advisers, and internal teams.
• Support the practice manager with administrative duties.
• Contribute positively to a collaborative team environment.

Skills

Financial services administration experience

Confident working in a fully office-based role

Professional communication skills

Proactive approach

Job description

A reputable financial planning firm in St Helens is seeking an IFA Administrator to support advisers and manage client documentation. The role requires a minimum of one year of financial services administration experience and offers full study support for career development. This is a solid opportunity for individuals looking to grow within a collaborative and ambitious environment. The position is office-based, ensuring a focused work atmosphere with great progression opportunities.