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IFA Administrator

Job Posted: 11 days ago

Salary: £ 28,000 - 30,000 / Annum
Job Type: Permanent
Location: St. Helens, Merseyside

Expire in: 17 days

Job Description

IFA Administrator

Location: St Helens
Salary: £28,000 - £30,000 + company bonus
Hours: Monday to Friday, 9:00am - 5:00pm
25 days holiday + birthday off + bank holidays 

The Opportunity

We are working with a growing and supportive financial planning firm in St Helens who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services.

The Role

As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience.

Key responsibilities include:

Providing administrative support to Financial Advisers and Paraplanners
Managing adviser diaries and arranging client meetings
Preparing client documentation and reports
Liaising with pension providers and life companies to gather information
Handling and responding to general client enquiriesAbout You

Previous experience within an IFA or financial services administration role
Strong IT skills, including experience with spreadsheets and databases
Excellent organisational and planning abilities
A methodical and detail-focused approach
High levels of integrity and professionalismWhat's in It for You?

25 days holiday + birthday off + bank holidays
Free car parking
Death in service benefit
Company pension scheme
Clear, supported career progression within financial planningIf you are interested in applying then submit your CV by applying online or email 

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.

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!