IFA Administrator

• Location: Liverpool, City Centre
• Job Type: Full-time, Permanent, 9-day Working Fortnight
• Salary: Competitive with excellent benefits package

Join our well-established client, an Independent Financial Adviser firm in Liverpool, dedicated to delivering high-quality financial planning and wealth management services. We are looking for a highly organised and experienced Administrator to support the team of Financial Advisers and enhance business operations. This role comes with a fantastic and comprehensive benefits package, including a 9-day working fortnight (see benefits below for more information).

• Support Financial Advisers with the onboarding of new clients, ensuring all documentation is accurate and compliant.
• Manage and coordinate the end-to-end process for new business submissions, liaising with providers, platforms, and clients where necessary.
• Take ownership of the annual client review process, including scheduling, preparation of review packs, and ensuring timely completion.
• Maintain accurate and up-to-date client records in accordance with FCA requirements.
• Identify opportunities to improve operational processes and contribute to workflow efficiencies.
• Act as a central point of contact for adviser queries and provide day-to-day administrative support.
• Ensure all client correspondence and documentation is managed in line with GDPR and internal compliance guidelines.
• Assist with reporting and data collation for internal and external purposes as required.

• Previous experience in an administrative role within a UK IFA or financial services environment (essential).
• Strong knowledge of financial products, platforms, and regulatory requirements.
• Excellent organisational skills with the ability to prioritise and manage multiple tasks effectively.
• High level of accuracy and attention to detail.
• Strong communication skills, both written and verbal.
• Proficient in the use of financial services software (e.g., Intelligent Office, Fin Plan or similar CRM systems) and Microsoft Office Suite.
• Ability to work independently and as part of a team.

• 9-day working fortnight - have an extra day off every other week on top of holiday allowance
• 25 days annual leave + bank holidays + birthday + Christmas close down
• Enhanced pension contribution
• Private medical insurance
• Shopping discount scheme
• Health cashback plan
• Wide range of salary sacrifice benefits
• A supportive and professional working environment
• Opportunities for continued professional development
• Competitive salary
• Central Liverpool location with excellent transport links

To apply for this Administrator position, please submit your CV or contact Rhyan Scott at Reed Financial Services for more information.