IFA Administrator

Position: IFA Administrator (Permanent)
Location: Great Crosby

Senior IFA Administrator / Practice Manager

Location:

Liverpool
Salary: £32,000 DOE
Experience

Required:

Minimum 3 years in a financial planning firm
Qualifications

Required:

Minimum R01

About the Role
We are looking for a proactive Financial Planning Assistant to join a leading Chartered Financial Planning firm. In this role, you'll provide both administrative and technical support to the team, ensuring clients receive a high level of service and the business runs smoothly.

Key Responsibilities
Handle communication with new and existing clients
Support with enquiries from prospective and current clients
Assist paraplanners with research and analysis
Help with submitting and tracking new business
Prepare paperwork and book appointments for client meetings
Liaise with product providers and third parties
Maintain and update client records and business systems
Greet clients and manage meeting logistics
Keep up to date with industry and regulatory changes What We’re Looking For
Minimum 3 years’ experience in a financial planning firm
R01 qualification (minimum)
Strong attention to detail and organisational skills
Good communication and client service abilities
Comfortable working both independently and as part of a team Benefits
25 days holiday + bank holidays
Birthday off
Cycle to work scheme
10x death in service cover
Private Medical Insurance (PMI)
5% pension contribution
Access to professional memberships (CII, Next Gen Planners)
Modern, newly built office
Be part of a Chartered and Top 100 IFA firm