IFA Administrator

IFA Administrator

• Location: Ormskirk
• Salary: 28,000 - 30,000
• Hours: Monday to Friday, 9:00am - 5:30pm

The Opportunity

We are working with a growing and supportive financial planning firm in Ormskirk who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services.

The Role

As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience.

Key responsibilities include:

• Providing administrative support to Financial Advisers and Paraplanners
• Managing adviser diaries and arranging client meetings
• Preparing client documentation and reports
• Liaising with pension providers and life companies to gather information
• Handling and responding to general client enquiries

About You

• Previous experience within an IFA or financial services administration role
• Strong IT skills, including experience with spreadsheets and databases
• Excellent organisational and planning abilities
• A methodical and detail-focused approach
• High levels of integrity and professionalism

If you are interested in applying then submit your CV by applying online or email (url removed)

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