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)

 

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