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

IFA Administrator
TEMPLEGATE RECRUITMENT —Southport
- £28,000 - £35,000 a year
- IT
- School
- Time management
3d
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 / Paraplanner (IFA Firm)
Ernest Gordon Recruitment Limited —Manchester
- £45,000 - £55,000 a year
- Work from home
3d
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
Search Hiredonline —Liverpool
- £24,000 - £30,000 a year
- Monday to Friday
- Hybrid work
- Administrative experience
- Financial services
- Work from home
13d
IFA Administrator
Search —Liverpool
- £24,000 - £30,000 a year
- Monday to Friday
- Hybrid work
- Administrative experience
- Financial services
- Work from home
Financial Planning Administrator
mbf. —Southport
- £25,000 - £32,000 a year
- Organisational skills
- Financial services
- Leadership
- Annual leave
- Employee discount
3d
IFA Administrator (Exclusive to Taylor James)
Taylor James Professional Recruitment —Manchester
- £28,000 - £36,000 a year
2d
IFA Administrator
Finlink Ltd —Liverpool
- £28,000 - £32,000 a year
- Organisational skills
- Communication skills
- Annual leave
- Employee discount
3d

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Financial Services Administrator
Little & Georgiou —Hipperholme
Confident answering and making telephone calls. This includes filtering calls, preparing for client meetings, processing new applications and all general client…
Up to £28,000 a year
Quick apply
5d
IFA Administrator
TEMPLEGATE RECRUITMENT —Southport
25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events). Strong knowledge of wealth management products and…
£28,000 - £35,000 a year
3d

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IFA Administrator

TEMPLEGATE RECRUITMENT
Southport

Apply Now

Job details

Permanent
£28,000 - £35,000 a year
3 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

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ifa administrator jobs in parbold, lan

IFA Administrator

Administrator (Financial Services)

IFA Administrator / Paraplanner (IFA Firm)

IFA Administrator

IFA Administrator

IFA Administrator

Financial Planning Administrator

IFA Administrator (Exclusive to Taylor James)

IFA Administrator

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