IFA Administrator

IFA Administrator

Location:

St Helens
Salary: £28,000 - £30,000 + company bonus

Hours:

Monday to Friday, 9:00am - 5:00pm
25 days holiday + birthday off + bank holidays

The Opportunity

We are working with a growing and supportive financial planning firm in St Helens 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.

The Role

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

Key responsibilities include:

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

About You

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

What's in It for You?

25 days holiday + birthday off + bank holidays
Free car parking
Death in service benefit
Company pension scheme
Clear, supported career progression within financial planning

If you are interested in applying then submit your CV by applying online or email

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