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IFA Administrator

Job Posted: 23 days ago

Salary: £ 24,000 - 30,000 / Annum
Job Type: Permanent
Location: Liverpool, Merseyside

Expire in: 5 days

Job Description

Financial Planning Administrator / IFA Administrator

Location: Liverpool City Centre

Salary: £24,000 - £30,000 (depending on experience & qualifications)

Hours:Monday-Friday, 9am-5pm

Contract: Permanent, Full-time

We are looking for an organised, detail‑driven Financial Planning Administrator to join a busy and well‑established financial planning team in Liverpool City Centre. This role is ideal for someone with financial services administration experience-whether from an IFA practice, wealth management firm, or a broader financial services environment-who is looking to build their technical knowledge and progress within financial planning.

About the Role

You will play a key part in supporting the advice process, preparing client information, maintaining accurate records, and ensuring all documentation meets compliance standards. Working closely with advisers and paraplanners, you'll help deliver a smooth, professional service to clients.

This is an excellent opportunity for someone who enjoys a structured, client‑focused role and is keen to develop their career within financial planning.

Key Skills & Attributes

Strong attention to detail and accuracy

Highly organised with the ability to prioritise effectively

Professional, client‑focused approach

Willingness to learn and develop technical knowledge

Positive, proactive attitude

Desire to take on more responsibility as skills grow

Benefits

Pension scheme

Life cover

Full funding for CII exams, study materials and membership

Medical expenses cashback scheme

Company sick pay

Free financial health checks

Holiday Entitlement

22 days + bank holidays + Christmas/New Year shutdown

Additional holiday awarded with length of service

If you're interested in this opportunity, please email your CV to (url removed) to be considered.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

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