IFA Administrator

Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title:

Advisor Support Administrator

Location:

Liverpool (office-based)

Salary & Benefits:

• Competitive salary
• 5% employer pension contribution + NI repayment
• 10x salary death in service cover
• Private medical insurance & cash plan
• 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events)
• 9-day working fortnight
• One-month paid sabbatical after 5 years’ service
• Company-funded exam support for one qualification

About the Company:

A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office.

Role Overview:

As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients.

Key responsibilities include:

• Preparing and processing client documentation with accuracy and compliance.
• Maintaining client records on the back-office system (Plannr).
• Producing reports, valuations, and review packs.
• Liaising with clients, providers, and internal teams.
• Assisting with the smooth running of adviser support functions.

Required Skills & Experience:

• Previous experience in IFA or financial planning administration (essential).
• Strong knowledge of wealth management products and processes.
• High level of accuracy and attention to detail.
• Excellent organisational and time-management skills.
• Confident communicator, able to liaise effectively with advisers, clients, and providers.
• Proficient IT skills; experience with back-office systems (Plannr desirable).
• Ability to work independently and as part of a team.

How to Apply

If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail.

Please note:

due to the volume of applications, only shortlisted candidates will be contacted. If you haven’t heard from us within 7 days, please assume your application has not been successful on this occasion.