IFA Administrator

2 weeks ago

Liverpool, Liverpool, United Kingdom RGH-Global Limited Full time £25,000 - £30,000 per year


Job Description:

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 early
  • Working 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
  • 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


£ 25, ,000.00
British Pound Sterling)

  • IFA Administrator

    4 hours ago

    Liverpool, Liverpool, United Kingdom RGH-Global Limited Full time

    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...

  • Ifa Administrator

    2 weeks ago

    Liverpool, United Kingdom Cranleigh Personnel Full time

    **Job Title: IFA Administrator** **Location: Liverpool** **Salary: £22,000 - £25,000 depending upon experience** Are you an IFA Administrator looking for your next role working within Financial Services? Our client is currently looking for a IFA Administrator to join their growing team based in Liverpool. Working within a close knit, supportive and...

  • IFA Administrator

    2 days ago

    Liverpool, United Kingdom RGH-Global Limited Full time

    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...

  • IFA Administrator

    7 days ago

    Liverpool, United Kingdom RGH-Global Limited Full time

    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...

  • IFA Administrator

    1 week ago

    Liverpool, United Kingdom RGH-Global Limited Full time

    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...

  • IFA Administrator

    5 days ago

    Liverpool, United Kingdom RGH-Global Limited Full time

    IFA 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...

  • Ifa Administrator

    3 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...

  • IFA Administrator

    23 hours ago

    Liverpool, United Kingdom Evelyn Partners Full time

    Company 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...

  • Ifa Administrator

    7 days ago

    Liverpool, United Kingdom Finlink Ltd Full time

    A 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...

  • IFA Administrator

    6 days ago

    Liverpool, United Kingdom IDEX Consulting Full time

    Job description My client is currently looking for an experienced IFA Administrator to join their team in Liverpool.The Role:To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standardsTo work closely with the aligned...

  • IFA Administrator

    2 weeks ago

    Liverpool, United Kingdom IDEX Consulting Ltd Full time

    My client is based in Liverpool city centre and they are currently looking for and experienced IFA Administrator to join their team. Gathering information - liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their personal finances.Research - carrying out in depth analysis of many...