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IFA Administrator – Hybrid Wealth Management Support
Job in
Liverpool, Merseyside, L1, England, UK
Listed on 2026-06-16
Listing for:
Tate
Full Time
position Listed on 2026-06-16
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Tate is looking for an experienced IFA Administrator to join their growing Wealth Management firm in Maidstone. This hybrid role requires 3 days office-based work per week and offers a salary of £30,000 - £32,000 plus benefits.
The ideal candidate will have experience within an IFA, strong financial planning knowledge, and excellent organisational skills. Key duties include processing business, preparing client documentation, and ensuring compliance with FCA regulations.
Join a forward-thinking firm that values employee development and offers a supportive work environment.
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