Overview
IFA Administrator Jobs in Liverpool, England, UK at Recruit UK | Certified B Corp™
Job Title: IFA Administrator
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Location: Liverpool (Fully Office-Based)
Salary: £28,000–£30,000 (DOE)
: 9667
We’re supporting a respected financial planning firm in Liverpool looking to hire an experienced IFA Administrator.
About the Role:
You’ll provide full admin support to Advisers and Paraplanners, including:
Processing pensions, investments, and new business
Preparing reports, valuations, and client documentation
Handling client queries and maintaining CRM systems
Ensuring compliance and liaising with providers
What We’re Looking For:
1+ years’ experience in an IFA or investment/pensions admin role
Strong communication and organisation skills
Confident using financial platforms and admin systems
Must be comfortable working fully office-based in Liverpool
What’s on Offer:
Salary up to £30,000 (DOE)
25 days holiday + bank holidays
Free parking
Supportive, close-knit team environment
Working hours:
9:30am–5:00pm (Mon–Fri)
Interview Process:
Initial Teams call
Final face-to-face interview in Liverpool office
If this role aligns with what you’re looking for, apply online to find out more!
Title: IFA Administrator
Company: Recruit UK | Certified B Corp™
Location: Liverpool, England, UK
Category: Administrative/Clerical (Office Administrator/ Coordinator), Finance & Banking (Office Administrator/ Coordinator)
