IFA Administrator

IFA Administrator

Location: Liverpool (Office based)
Salary: £25,000 - £30,000 dependent on experience 

Overview

A highly regarded financial planning firm is seeking an organised and client-focused IFA Administrator to join its growing team. This position is ideal for someone who enjoys bringing structure to a busy environment and plays a key role in supporting the delivery of high-quality financial advice.

This is more than a processing role, your work will directly contribute to a smooth, positive client experience. You'll be a crucial connection between advisers, paraplanners, clients, and providers, helping ensure each stage of the advice journey is handled with care and precision.

The Role

As an IFA Administrator, you'll be responsible for keeping cases moving efficiently, maintaining accurate records, and managing es...