Bolton
IFA Administrator
? Location: Liverpool
? Salary: Up to £30,000 (depending on experience) + excellent benefits
? Working Pattern: Full-time, Hybrid working available
We are working with a reputable and growing Independent Financial Advisory (IFA) firm that is seeking an experienced IFA Administrator to join their supportive and collaborative team.
Key Responsibilities:
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Provide administrative support to Financial Advisers and Paraplanners
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Process new business and maintain accurate client records using back-office systems
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Prepare client packs, valuations, and ongoing review documentation
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Liaise with providers and clients to ensure smooth and compliant service delivery
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Maintain up-to-date knowledge of FCA regulations and internal compliance procedures