Senior IFA Administrator - Liverpool

Artemis Recruitment Consultants Ltd; Liverpool; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading company is seeking an experienced Senior IFA Administrator in Liverpool to join their Business Support Team. This role involves supporting IFA operations, maintaining client data, and building relationships with clients and third parties. Ideal candidates will have strong administration and financial services experience, with an emphasis on customer service.

Qualifications

• Experience in administration and customer service is essential.
• Financial services experience is preferred, especially in life and pensions.
• Willingness to study for qualifications is desirable.

Responsibilities

• Support one IFA with all areas of administration including business processing and client liaison.
• Update back office systems and maintain accurate client data.
• Build relationships with clients and third parties through effective communication.

Skills

Administration

Customer Service

Telephone Communication

Relationship Building

Education

Qualifications in Financial Services

Job description

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11/05/2025

Type of Position: Senior IFA Administrator - Liverpool
Pay: £30k - £40k
Reference: Liverpool1

Senior IFA Administrator - Liverpool

We are looking for an experienced IFA Administrator to join our clients team based in Liverpool. This position will involve supporting one IFA with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms.

Key Responsibilities:

- Work as part of the Business Support Team to support client's Propositions.
- Carry out the appointment making process for all Premium Support Consultants and any additional requests when required, managing this in a timely manner.
- Update the back office system, to ensure accurate client data and information throughout the process.
- Maintain fully compliant files making sure all documents are held on the client's Document
- Management/workflow and diary system in a timely manner to allow instant access to all staff.
- Produce client valuations in readiness for annual reviews and in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid service
- Process servicing tasks in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid services.
- Processing work effectively and accurately to ensure Client Services are managed in a timely manner as well as focus on achieving targets.
- Build relationships with clients, consultants and third parties (professional connections/product providers etc) as part of your regular telephone and occasional face to face contact.
- To participate in project related work, working as one team to meet company goals and targets.
- To provide support to your colleagues where workloads need to be spread across the team to reach team goals.

Experience and Qualifications:

- Administration and customer service experience is essential.
- Telephone based experience would be beneficial.
- Financial Services experience would be beneficial.
- Financial Services experience is essential preferably obtained in a life and pensions environment.
- Qualifications desirable or a willingness to study

If you would be interested in applying for this opportunity then please submit a copy of your CV to [e-mail]

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