IFA Administrator

Company : Confidential

Job Description - IFA Administrator

IFA Administrator
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, NextGen Planners)
Modern, newly built office
Be part of a Chartered and Top 100 IFA firm

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IFA Administrator

Job Description - IFA Administrator

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