Ifa administrator Work, Jobs in Liverpool, Msy (with Salaries)

IFA Administrator
Search —Liverpool
- £24,000 - £30,000 a year
- Monday to Friday
- Hybrid work
- Administrative experience
- Financial services
- Work from home
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
1d
IFA Administrator
Search Hiredonline —Liverpool
- £24,000 - £30,000 a year
- Monday to Friday
- Hybrid work
- Administrative experience
- Financial services
- Work from home
3d
Administrator (Financial Services)
Cheetham Jackson Ltd —Chorley
- From £24,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Accounting
Quick apply
8d
IFA Administrator / Senior IFA Administrator
Carlton Mays —Chorley
- Up to £31,000 a year
- Full-time
- Customer service
- Organisational skills
- Financial services
- Life insurance
Quick apply

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IFA Administrator

Search -
Liverpool

Apply Now

Job details

Permanent
£24,000 - £30,000 a year
6 days ago

Benefits

Company pension
Work from home
Transport links

Qualifications

Financial planning
Administrative experience
Financial services

Full job description

Posted: 29/05/26 Recruiter: Search Reference: 3115436487 Type: Permanent Salary: £30,000 Annual Location: City, Liverpool Description:

IFA Administrator

Liverpool City Centre (option to work 1 day at home)
Monday to Friday, 9am - 5pm (35 hours per week)
24,000 - 30,000 (dependant on experience)

Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator.

The ideal candidate will have previous experience within an administrative support role within the financial services industry (previous experience within an IFA Administration role would be advantageous).

As an IFA Administrator, you will provide vital support to ensure their clients and colleagues receive a high-quality experience.

Key responsibilities include:

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 different types of financial contracts.
Client servicing - responding promptly to client enquiries regarding their existing arrangements and any changes in circumstances.
Updating system - keeping back office system up to date with client info and provider contacts.
Preparing packs for meetings - completing application forms, fact find, producing accurate illustrations, understanding remuneration requirements.
Business Submission - putting business on system accurately with commission/fee expectation and preparing paperwork for scanning.
Reviews - producing detailed review reports and portfolio valuations for client review meetings.

Benefits of this role include:

A competitive salary ( 24,000- 30,000 dependant on experience)
Generous holiday entitlement (25 + 8 bank holidays)
Hybrid working arrangement (work from home 1 day per week)
Pension scheme
Progressive career opportunities
Easily accessible location with public transport links

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.

Apply Now

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ifa administrator jobs in liverpool, msy

IFA Administrator

IFA Administrator

IFA Administrator

Administrator (Financial Services)

IFA Administrator / Senior IFA Administrator

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