Liverpool
IFA Administrator – Liverpool (office-based)
A fast-growing, FCA-authorised financial advice firm in Liverpool is seeking an IFA Administrator to join their expanding team. The business is committed to providing clear, transparent guidance that cuts through jargon, offering simple and upfront advice tailored to each client’s goals.
The successful candidate will provide vital support to advisers, ensuring all client interactions—from new business applications to ongoing administration—are completed efficiently and accurately. Key responsibilities include preparing and processing applications, maintaining client records, liaising with product providers, and ensuring compliance with FCA requirements.
Applicants should have experience in a financial planning or IFA environment, strong organisational skills, attention to detail, and the ability to work effectively within a close-knit team. The company values clarity, collaboration, and a people-first approach to financial planning.
This is a full-time, office-based role in Liverpool offering a competitive salary dependent on experience.
To apply, candidates should submit a CV and covering letter outlining their suitability for the position.