Ifa Work, Jobs in Parbold, Lan (with Salaries)

IFA Administrator
TEMPLEGATE RECRUITMENT —Southport
- £28,000 - £35,000 a year
- IT
- School
- Time management
4d
Administrator (Financial Services)
Cheetham Jackson Ltd —Sale
- From £24,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Administrative experience
- Health & wellbeing programme
- Annual leave
Quick apply
6d
IFA Administrator
Beyond Advice Group —Liverpool
- Up to £30,000 a year
- Full-time
- Microsoft Office
- Organisational skills
- IT
- Store discount
- Health & wellbeing programme
Quick apply
12d
IFA Administrator / Paraplanner (IFA Firm)
Ernest Gordon Recruitment Limited —Manchester
- £45,000 - £55,000 a year
- Work from home
4d
IFA Administrator
Search —Liverpool
- £24,000 - £30,000 a year
- Monday to Friday
- Hybrid work
- Administrative experience
- Financial services
- Work from home
IFA Administrator (Exclusive to Taylor James)
Taylor James Professional Recruitment —Manchester
- £28,000 - £36,000 a year
3d
Paraplanner
Eventus Recruitment Group —Manchester
- £45,000 a year
- Hybrid work
- Financial services
- Flexible schedule
IFA Administrator
Finlink Ltd —Liverpool
- £28,000 - £32,000 a year
- Organisational skills
- Communication skills
- Annual leave
- Employee discount
3d
Financial Planning Administrator
mbf. —Southport
- £25,000 - £32,000 a year
- Organisational skills
- Financial services
- Leadership
- Annual leave
- Employee discount
3d
Financial Adviser
Eventus Recruitment Group —Manchester
- £42,500 - £50,000 a year
- Hybrid work
- Financial services
13d
Senior Accountant
The Accountancy Partnership —Birkenhead
- £27,820 - £48,915 a year
- Full-time
- QuickBooks
- Organisational skills
- Financial services
- Referral programme
Quick apply
4d

I want to receive the latest job alerts for ifa in parbold, lan

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

IFA Administrator

TEMPLEGATE RECRUITMENT
Southport

Apply Now

Job details

Permanent
£28,000 - £35,000 a year
4 days ago

Benefits

Company pension
Private medical insurance
Sabbatical

Qualifications

Financial planning
IT
Time management

Full job description

Posted: 11/06/26 Recruiter: TEMPLEGATE RECRUITMENT Reference: 3121137512 Type: Permanent Salary: £28,000 - £35,000 Annual Location: Southport, UK Description:

Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title:

Advisor Support Administrator

Location:

Southport (office-based)

Salary & Benefits:

Competitive salary
5% employer pension contribution + NI repayment
10x salary death in service cover
Private medical insurance & cash plan
25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events)
9-day working fortnight
One-month paid sabbatical after 5 years' service
Company-funded exam support for one qualification

About the Company:

A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office.

Role Overview:

As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients.

Key responsibilities include:

Preparing and processing client documentation with accuracy and compliance.
Maintaining client records on the back-office system (Plannr).
Producing reports, valuations, and review packs.
Liaising with clients, providers, and internal teams.
Assisting with the smooth running of adviser support functions.

Required Skills & Experience:

Previous experience in IFA or financial planning administration (essential).
Strong knowledge of wealth management products and processes.
High level of accuracy and attention to detail.
Excellent organisational and time-management skills.
Confident communicator, able to liaise effectively with advisers, clients, and providers.
Proficient IT skills; experience with back-office systems (Plannr desirable).
Ability to work independently and as part of a team.

How to Apply

If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail.

Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.

Apply Now

Refine Your Search

ifa jobs in parbold, lan

IFA Administrator

Administrator (Financial Services)

IFA Administrator

IFA Administrator / Paraplanner (IFA Firm)

IFA Administrator

IFA Administrator (Exclusive to Taylor James)

Paraplanner

IFA Administrator

Financial Planning Administrator

Financial Adviser

Senior Accountant

I want to receive the latest job alerts for ifa in parbold, lan

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected