IFA Administrator
1 week ago
IFA Administrator Location: Liverpool (Office based)Salary:£25,000 -£30,000 dependent on experience Overview A highly regarded financial planning firm is seeking an organised and client-focused IFA Administrator to join its growing team. This position is ideal for someone who enjoys bringing structure to a busy environment and plays a key role in supporting the delivery of high-quality financial advice. This is more than a processing role, your work will directly contribute to a smooth, positive client experience. You'll be a crucial connection between advisers, paraplanners, clients, and providers, helping ensure each stage of the advice journey is handled with care and precision. The Role As an IFA Administrator, you'll be responsible for keeping cases moving efficiently, maintaining accurate records, and managing essential tasks across investments, pensions, and protection. You will often be the first point of contact for client queries, making professionalism and excellent communication essential. This is a hands-on position where your contribution will make a visible impact across the team. You'll provide the administrative backbone that supports advisers and ensures that clients receive timely, accurate, and well-presented information. You'll Thrive in This Role If You: Enjoy maintaining order and structure in a fast-paced environment Take pride in completing tasks accurately and on time Are proactive in spotting potential issues and resolving them early Want to be part of a team that values quality, consistency, and client care Feel motivated knowing your work contributes directly to client outcomes Appreciate responsibility and working with autonomy Key Responsibilities Managing client and provider queries with professionalism and urgency Maintaining and updating client records, valuations, and documentation Processing fund switches, transfers, withdrawals, and provider instructions Assisting with the implementation of investment, pension, and financial planning recommendations Preparing client review packs, correspondence, and suitability documents Ensuring back-office systems remain accurate, compliant, and well organised Coordinating effectively with advisers, paraplanners, and external providers What Good Performance Looks Like Staying on top of tasks without needing reminders Communicating clearly and raising issues earlyWorking quickly while maintaining exceptional accuracy Remaining calm, friendly, and client-focused in all interactions Being viewed by colleagues as dependable and detail-oriented What You'll Bring Minimum of 1 years experience in an IFA or financial services administration role Understanding of investment and pension processes Competence using industry systems (e.g., back-office platforms, provider portals) and Microsoft Office Strong written and verbal communication skills An organised, structured mindset with a commitment to client service Benefits Salary up to £30,000 depending on experience 33 days annual leave including Bank Holidays Employer pension contribution Full support for exams and professional development Friendly, values-led working environment Opportunities to progress as the firm continues to expand #J-18808-Ljbffr
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IFA Administrator
6 hours ago
Liverpool, United Kingdom Search Full timeIFA Administrator Liverpool City Centre (option to work 1 day at home) Monday to Friday, 9am - 5pm (35 hours per week) £24,000 - £30,000 (dependant on experience) Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator. The ideal candidate will have previous experience within an...
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IFA Administrator
1 week ago
Liverpool, United Kingdom RGH-Global Limited Full timeIFA Administrator Location : Liverpool (Office based) Salary : £25,000 -£30,000 dependent on experience Overview A highly regarded financial planning firm is seeking an organised and client-focused IFA Administrator to join its growing team. This position is ideal for someone who enjoys bringing structure to a busy environment and plays a key role in...
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IFA Administrator
3 days ago
Liverpool, United Kingdom RGH-Global Limited Full timeIFA Administrator Location: Liverpool (Office based) Salary: £25,000 - £30,000 dependent on experience Overview A highly regarded financial planning firm is seeking an organised and client-focused IFA Administrator to join its growing team. This position is ideal for someone who enjoys bringing structure to a busy environment and plays a key role in...
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IFA Administrator
6 days ago
Liverpool, United Kingdom RGH-Global Limited Full timeIFA Administrator Location: Liverpool (Office based) Salary: 25000 - 30000 dependent on experience Overview A highly regarded financial planning firm is seeking an organised and client-focused IFA Administrator to join its growing team. This position is ideal for someone who enjoys bringing structure to a busy environment and plays a key role in supporting...
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IFA Administrator
1 day ago
Liverpool, Liverpool, United Kingdom RGH-Global Limited Full timeIFA Administrator Location: Liverpool (Office based) Salary: £25,000 - £30,000 dependent on experience Overview A highly regarded financial planning firm is seeking an organised and client-focused IFA Administrator to join its growing team. This position is ideal for someone who enjoys bringing structure to a busy environment and plays a key role in...
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IFA Administrator
2 weeks ago
Liverpool, Liverpool, United Kingdom RGH-Global Limited Full time £25,000 - £30,000 per yearJob Description: IFA AdministratorLocation: Liverpool (Office based)Salary: £25,000 - £30,000 dependent on experience OverviewA highly regarded financial planning firm is seeking an organised and client-focused IFA Administrator to join its growing team. This position is ideal for someone who enjoys bringing structure to a busy environment and plays a...
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Ifa Administrator
4 days ago
Liverpool, United Kingdom Cranleigh Personnel Full time**IFA / Wealth Planning Administrator** **Location: Liverpool** **Salary: £25,000 - £35,000** Are you an IFA Administrator with at least six months IFA Admin experience....? - Do you feel underpaid or undervalued where you are? - Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your...
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IFA Administrator
2 days ago
Liverpool, United Kingdom Evelyn Partners Full timeCompany Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our...
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Ifa Administrator
1 week ago
Liverpool, United Kingdom Finlink Ltd Full timeA great opportunity for an IFA administrator to join an Independent Financial Advisory firm. Be part of an administration team who support paraplanners and advisors in the financial advice process. Earn £30k whilst enjoying a hybrid working pattern. The Company: - An Independent Financial Advisory firm - A friendly, positive environment where everyone...
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IFA Administrator
10 hours ago
Liverpool, United Kingdom Evelyn Partners Full timeCompany DescriptionEvelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next.Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose...
