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Liverpool, Merseyside
IFA Administrator

IFA Administrator

Recruit UK

Posted 2 days ago, valid for 11 days

Liverpool, Merseyside L96GB, England

Full Time

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Sonic Summary

The financial planning firm in Liverpool is seeking to hire two experienced IFA Administrators.
Candidates must have at least 1 year of experience in an IFA or investment/pensions admin role.
The role involves providing full admin support to Advisers and Paraplanners, including processing pensions and handling client queries.
The salary for this position is up to £30,000, depending on experience.
This is a fully office-based role with a supportive team environment and standard working hours of 9:30am-5:00pm, Monday to Friday.

Job Title: IFA Administrator Location: Liverpool (Fully Office-Based)Salary: Up to £30,000 (DOE)Ref: 9667

We’re supporting a respected financial planning firm in Liverpool looking to hire two experienced IFA Administrators.

About the Role:You'll provide full admin support to Advisers and Paraplanners, including:

Processing pensions, investments, and new business
Preparing reports, valuations, and client documentation
Handling client queries and maintaining CRM systems
Ensuring compliance and liaising with providers

What They're Looking For:

1+ years’ experience in an IFA or investment/pensions admin role
Strong communication and organisation skills
Confident using financial platforms and admin systems
Must be comfortable working fully office-based in Liverpool

What’s on Offer:

Salary up to £30,000 (DOE)
25 days holiday + bank holidays
Free parking
Supportive, close-knit team environment
Working hours: 9:30am-5:00pm (Mon-Fri)

??If you’re interested and want to find out more apply now!

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