IFA Administrator

IFA Administrator

• Location:
  
  Ormskirk
• Salary: 28,000 - 30,000
• Hours:
  
  Monday to Friday, 9:00am - 5:30pm

We are working with a growing and supportive financial planning firm in Ormskirk who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services.

As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience.

• Providing administrative support to Financial Advisers and Paraplanners
• Managing adviser diaries and arranging client meetings
• Preparing client documentation and reports
• Liaising with pension providers and life companies to gather information
• Handling and responding to general client enquiries

• Previous experience within an IFA or financial services administration role
• Strong IT skills, including experience with spreadsheets and databases
• Excellent organisational and planning abilities
• A methodical and detail-focused approach
• High levels of integrity and professionalism

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.