IFA Administrator

Are you an experienced IFA Administrator or Wealth Management Administrator looking for a new challenge? This is an exciting opportunity to join a highly respected and client-focused wealth management firm based in Southport. The firm prides itself on delivering personalised financial planning and investment advice to individuals, families, and business owners.

• A well-established and expanding wealth management business with a strong presence in the North West

• A collaborative and supportive team culture where your contribution is valued

• Competitive salary of £28,000 - £33,000 per annum (dependent on experience), plus benefits

• Modern, professional office environment with flexible working arrangements available

As an IFA Administrator, you will provide vital support to financial advisers and paraplanners, ensuring high levels of service and efficiency for a growing client base. You will be responsible for managing client administration and assisting with a wide range of financial planning activities.

• Preparing and submitting new business applications across pensions, investments, and protection

• Managing annual review packs and client correspondence

• Updating and maintaining accurate client records using back-office systems (e.g. Intelligent Office / Adviser Office / similar)

• Liaising with product providers, clients, and professional connections to obtain information and resolve queries

• Supporting paraplanners and advisers with valuations, illustrations, and documentation

• Previous experience as an IFA Administrator, Financial Planning Administrator, or in a similar financial services support role

• Good knowledge of pensions, investments, protection, and financial planning processes

• Strong organisational skills with excellent attention to detail

• Confident in using back-office systems and Microsoft Office applications

• A proactive, team-oriented attitude with a commitment to delivering excellent client service

• £28,000 - £33,000 depending on experience

• Generous holiday entitlement

• Pension scheme

• Study support for professional qualifications (e.g. CII, RO exams)

• Opportunities for career progression into paraplanning or adviser roles

• Flexible working / hybrid working options after probation

If you are looking to join a professional and forward-thinking wealth management firm in Southport, we would love to hear from you. Apply now to take the next step in your financial services career.