Hiring Now: IFA Administrator Near You – Apply Today!
Your Next IFA Administrator Job Starts Here – Apply Now!
IFA Administrator
Job Posted: 25 days ago
Salary: £ 28,000 - 30,000 / Annum
Job Type: Permanent
Location: St. Helens, Merseyside
Expire in: 3 days
Job Description
IFA Administrator
Location: St Helens (Rainford)
Salary: £28,000 - £30,000 (DOE)
Contract: Full-Time | Permanent
Hours: Monday to Friday, 9:00am - 5:00pm
Fully Office-Based
An excellent opportunity has arisen for an experienced IFA Administrator or Financial Services Administrator to join a busy and professional wealth management environment in St Helens.
This role is ideally suited to someone with previous experience supporting Financial Advisers or working within financial services administration who is looking to further develop their career within a client-focused and highly regulated sector.
The Role
As an IFA Administrator, you will provide comprehensive support to Financial Advisers, ensuring the smooth processing of new business, ongoing client servicing, and compliance with regulatory requirements.
You will be responsible for maintaining strong relationships with clients and providers while delivering a high standard of administrative support across pensions, investments, protection and savings products.
Key Responsibilities
Manage new business applications across pensions, investments, protection and savings products.
Liaise with providers, clients and advisers to ensure cases progress efficiently.
Process letters of authority, transfers and ongoing servicing requests.
Maintain accurate client records and update CRM systems.
Prepare client documentation, review packs and correspondence.
Arrange client meetings and manage adviser diaries.
Support annual reviews and ongoing client service activities.
Complete AML and compliance checks, ensuring FCA and GDPR requirements are met.
Assist advisers with meeting preparation and administrative follow-up.
Monitor workflows and ensure tasks are completed within agreed timescales.
About You
We are looking for candidates with:
Previous experience as an IFA Administrator, or significant experience within Financial Services Administration
Knowledge of pensions, investments and protection products
Strong organisational and time-management skills
Excellent attention to detail and accuracy
Experience using CRM systems and Microsoft Office applications
Professional communication and client service skills
The ability to manage multiple priorities and work to deadlines
Desirable
Previous experience within an Independent Financial Adviser practice
Knowledge of FCA regulations and Consumer Duty requirements
Experience using systems such as Intelligent Office, FE Analytics or Defaqto
Financial services qualifications, or an interest in working towards CII qualifications
What's on Offer?
Salary of £28,000 - £30,000, depending on experience
Potential team performance bonus
Full-time, permanent position
Monday to Friday, 9:00am - 5:00pm
Fully office-based in St Helens (Rainford)
Opportunity to develop within a supportive and professional financial services environmentIf you feel like this is the right fit for the next step in your career, I'd love to hear from you.
To apply, please contact Jessica Haslam at Search Recruitment.
Email: (url removed)
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 ageBefore 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.
Looking for your next career move? Join a top company hiring IFA Administrator job near me in St. Helens, Merseyside! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
Similar Jobs
© Vita CV: Registered in England and Wales (16187919).