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Financial Services Financial Advisor Financial Consultant Accounting & Finance

IFA Compliance & Client Operations Specialist

Job in Liverpool, Merseyside, L1, England, UK
Listing for: Prestige Recruitment Group
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor, Financial Consultant, Accounting & Finance
Job Description & How to Apply Below
A financial planning firm is seeking an IFA Administrator in Liverpool to assist Financial Advisors with compliance and client administration. The role calls for candidates with experience in Financial Services administration and ideally pursuing a Diploma in Financial Planning. Key responsibilities include managing client information and generating reports for the Financial Advisors. This position offers a great opportunity for those wishing to advance their career in a supportive environment.
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