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IFA Administrator: Client Planning & Financial Analysis

Job in Liverpool, Merseyside, L1, England, UK
Listing for: Bond Recruitment
Full Time position
Listed on 2026-02-19
Job specializations:
  • Finance & Banking
    Business Administration, Office Administrator/ Coordinator
  • Administrative/Clerical
    Business Administration, Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A reputable recruitment agency is seeking an IFA Administrator to assist financial planners in Liverpool. This role involves preparing client reports, maintaining records, and supporting client communication. Candidates should demonstrate a client-focused approach and good attention to detail. The role requires working closely with financial planners to ensure compliance and high-quality service delivery. Opportunities for personal development and progression within the firm are available.
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