IFA Administrator

Search · Preston

  • £28,000 - £30,000 a year
  • Full time
  • Posted 10 days ago
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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 adam.molyneux@search.co.uk

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

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