IFA Administrator

Senior IFA Administrator / Practice Manager

Location: Liverpool

Salary: £32,000 DOE

Experience

Required:

Minimum 3 years in a financial planning firm

Qualifications

Required:

Minimum R01

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.

• 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

• 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

• 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, Next Gen Planners)
• Modern, newly built office
• Be part of a Chartered and Top 100 IFA firm