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 (url removed)

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.