IFA Administrator
Job in
Wirral, Birkenhead, Merseyside, CH41, England, UK
Listed on 2025-12-30
Listing for:
Eden Rose
Full Time
position Listed on 2025-12-30
Job specializations:
-
IT/Tech
Job Description & How to Apply Below
We’re looking for a technically strong mid-level support professional to join a smaller, dynamic wealth management business. This role provides direct support to David and Shane across a mixed client base of several hundred, primarily long-standing referrals.
What You’ll Be Doing- Supporting advisers directly (1:1 or 1:2).
- Managing and maintaining client information and back-office systems (IO).
- Assisting with pensions and life & pensions administration.
- Contributing ideas and working collaboratively in a smaller business environment.
- 4–5 years’ experience in financial services; pensions knowledge essential.
- Technical understanding; able to use IO efficiently.
- Dynamic, ambitious, and adaptable; open to working in a smaller business.
- Mid-Senior level
- Full-time
- Information Technology
- Staffing and Recruiting
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