Location: Southport, Merseyside
Salary: Up to £30,000 + Bonus scheme (Up to 15%)
Employment Type: Full-time, Permanent
Reference Number: 9715

REQUIREMENTS:

· Previous experience in an IFA or financial services administration role (essential)
· Knowledge of pensions, investments, and protection products
· Excellent organisational skills and attention to detail
· Strong written and verbal communication skills
· Ability to manage multiple tasks and meet deadlines
· Proficient in Microsoft Office; experience with financial planning systems (e.g. Intelliflo, XPlan) is a plus

ABOUT RECRUIT UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm in Southport on an IFA Administrator role.
Our commitment to you:

THE ROLE:

As an IFA Administrator, you will play a pivotal role in supporting advisers and clients by managing the administrative aspects of the advice process. You’ll be involved in preparing and maintaining client files, liaising with providers, and ensuring compliance with regulatory requirements.

KEY RESPONSIBILITIES:

· Provide full administrative support to financial advisers and paraplanners
· Process new business applications and track them through to completion
· Maintain accurate and up-to-date client records using CRM systems
· Liaise with clients, product providers, and third parties to gather information
· Prepare review packs and valuation reports for client meetings
· Ensure compliance and documentation standards are consistently met
· Handle general office administration tasks as required