IFA Administrator
Job in
Liverpool, Merseyside, L1, England, UK
Listed on 2026-01-11
Listing for:
Prestige Recruitment Group
Full Time
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
Financial Consultant, Finance Assistant, Accounting & Finance -
Administrative/Clerical
Finance Assistant
Job Description & How to Apply Below
IFA Administrator
Wirral, Merseyside
Salary: £28,000 - £31,000
We are pleased to be working with a Wirral based Financial Planning firm specialising in Financial Planning.
This IFA Administrator job opportunity will work on the Wirral and be based near a train station.
Financial Services role will involve:- Supporting the Financial Advisors with compliance administration support.
- Working with providers.
- Providing fact finds.
- Managing and inputting client information.
- Producing client reports.
- Experience in Financial Services administration is essential.
- Ideally worked within IFA Practice.
- Previous experience working with Pensions or Investment administration.
- Ideally working towards the Diploma in Financial Planning.
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