IFA Admin
Posted on Jun 9, 2026 by CV-Library
Crosby, Merseyside, United Kingdom
Accountancy
Immediate Start
£34k - £34k Annual
Full-Time
IFA Administrator
Location: North West (Hybrid Working Available)
Job Type: Full-Time, Permanent
Salary: Competitive + Excellent Benefits
The Opportunity
An established and growing financial planning firm is seeking an experienced IFA Administrator to join its client-focused team.
This is an excellent opportunity for a well-rounded financial services administrator who enjoys managing cases from start to finish and takes pride in delivering exceptional client service. You'll work closely with Financial Advisers and Paraplanners, supporting clients throughout their financial planning journey across pensions, investments, protection, and wealth management solutions.
The successful candidate will play a key role in ensuring the smooth delivery of client services while maintaining the highest standards of accuracy, compliance, and professionalism.
Key Responsibilities
New Business Administration
Process and submit new business applications across pensions, investments, ISAs, bonds, and protection products.
Ensure applications are completed accurately and submitted within agreed timescales.
Monitor cases through to completion and proactively manage outstanding requirements. Client Servicing & Reviews
Prepare valuations, reports, and review packs for adviser meetings.
Support ongoing client servicing and review processes.
Ensure all post-review actions are completed accurately and efficiently. Provider & Platform Liaison
Liaise with providers and investment platforms to obtain valuations, illustrations, and policy information.
Submit and manage Letters of Authority.
Chase providers and third parties to ensure timely case progression. Client Records & Compliance
Maintain accurate and up-to-date client records on back-office systems.
Ensure all files are fully documented and audit-ready.
Adhere to FCA regulations, Consumer Duty principles, and internal procedures at all times. Client & Adviser Support
Act as a key point of contact for client and provider enquiries.
Provide professional and efficient support to Financial Advisers and Paraplanners.
Contribute to delivering an exceptional client experience throughout the advice process.
What's on Offer?
In addition to a competitive salary, you'll benefit from an outstanding package including:
✔ 25 days annual leave plus bank holidays
✔ Your birthday off every year
✔ Paid Christmas shutdown
✔ 9-day working fortnight - enjoy a paid day off every other week
✔ 5% employer pension contribution with enhanced salary sacrifice benefits
✔ Death in Service cover (10x salary)
✔ Private Medical Insurance
✔ Health Cash Plan
✔ Employee discounts and lifestyle benefits programme
✔ Study support and professional development opportunities
✔ Referral bonus scheme
✔ Discretionary performance bonus
Why Apply?
This is a fantastic opportunity to join a supportive and forward-thinking financial planning business that genuinely invests in its people. You'll enjoy a positive working environment, excellent work-life balance, and the opportunity to further develop your career within a growing organisation.
If you're an experienced IFA Administrator looking for your next challenge, we'd love to hear from you
Location: North West (Hybrid Working Available)
Job Type: Full-Time, Permanent
Salary: Competitive + Excellent Benefits
The Opportunity
An established and growing financial planning firm is seeking an experienced IFA Administrator to join its client-focused team.
This is an excellent opportunity for a well-rounded financial services administrator who enjoys managing cases from start to finish and takes pride in delivering exceptional client service. You'll work closely with Financial Advisers and Paraplanners, supporting clients throughout their financial planning journey across pensions, investments, protection, and wealth management solutions.
The successful candidate will play a key role in ensuring the smooth delivery of client services while maintaining the highest standards of accuracy, compliance, and professionalism.
Key Responsibilities
New Business Administration
Process and submit new business applications across pensions, investments, ISAs, bonds, and protection products.
Ensure applications are completed accurately and submitted within agreed timescales.
Monitor cases through to completion and proactively manage outstanding requirements. Client Servicing & Reviews
Prepare valuations, reports, and review packs for adviser meetings.
Support ongoing client servicing and review processes.
Ensure all post-review actions are completed accurately and efficiently. Provider & Platform Liaison
Liaise with providers and investment platforms to obtain valuations, illustrations, and policy information.
Submit and manage Letters of Authority.
Chase providers and third parties to ensure timely case progression. Client Records & Compliance
Maintain accurate and up-to-date client records on back-office systems.
Ensure all files are fully documented and audit-ready.
Adhere to FCA regulations, Consumer Duty principles, and internal procedures at all times. Client & Adviser Support
Act as a key point of contact for client and provider enquiries.
Provide professional and efficient support to Financial Advisers and Paraplanners.
Contribute to delivering an exceptional client experience throughout the advice process.
What's on Offer?
In addition to a competitive salary, you'll benefit from an outstanding package including:
✔ 25 days annual leave plus bank holidays
✔ Your birthday off every year
✔ Paid Christmas shutdown
✔ 9-day working fortnight - enjoy a paid day off every other week
✔ 5% employer pension contribution with enhanced salary sacrifice benefits
✔ Death in Service cover (10x salary)
✔ Private Medical Insurance
✔ Health Cash Plan
✔ Employee discounts and lifestyle benefits programme
✔ Study support and professional development opportunities
✔ Referral bonus scheme
✔ Discretionary performance bonus
Why Apply?
This is a fantastic opportunity to join a supportive and forward-thinking financial planning business that genuinely invests in its people. You'll enjoy a positive working environment, excellent work-life balance, and the opportunity to further develop your career within a growing organisation.
If you're an experienced IFA Administrator looking for your next challenge, we'd love to hear from you
Reference: 225224924
https://jobs.careeraddict.com/post/113382947
IFA Admin
Posted on Jun 9, 2026 by CV-Library
Crosby, Merseyside, United Kingdom
Accountancy
Immediate Start
£34k - £34k Annual
Full-Time
IFA Administrator
Location: North West (Hybrid Working Available)
Job Type: Full-Time, Permanent
Salary: Competitive + Excellent Benefits
The Opportunity
An established and growing financial planning firm is seeking an experienced IFA Administrator to join its client-focused team.
This is an excellent opportunity for a well-rounded financial services administrator who enjoys managing cases from start to finish and takes pride in delivering exceptional client service. You'll work closely with Financial Advisers and Paraplanners, supporting clients throughout their financial planning journey across pensions, investments, protection, and wealth management solutions.
The successful candidate will play a key role in ensuring the smooth delivery of client services while maintaining the highest standards of accuracy, compliance, and professionalism.
Key Responsibilities
New Business Administration
Process and submit new business applications across pensions, investments, ISAs, bonds, and protection products.
Ensure applications are completed accurately and submitted within agreed timescales.
Monitor cases through to completion and proactively manage outstanding requirements. Client Servicing & Reviews
Prepare valuations, reports, and review packs for adviser meetings.
Support ongoing client servicing and review processes.
Ensure all post-review actions are completed accurately and efficiently. Provider & Platform Liaison
Liaise with providers and investment platforms to obtain valuations, illustrations, and policy information.
Submit and manage Letters of Authority.
Chase providers and third parties to ensure timely case progression. Client Records & Compliance
Maintain accurate and up-to-date client records on back-office systems.
Ensure all files are fully documented and audit-ready.
Adhere to FCA regulations, Consumer Duty principles, and internal procedures at all times. Client & Adviser Support
Act as a key point of contact for client and provider enquiries.
Provide professional and efficient support to Financial Advisers and Paraplanners.
Contribute to delivering an exceptional client experience throughout the advice process.
What's on Offer?
In addition to a competitive salary, you'll benefit from an outstanding package including:
✔ 25 days annual leave plus bank holidays
✔ Your birthday off every year
✔ Paid Christmas shutdown
✔ 9-day working fortnight - enjoy a paid day off every other week
✔ 5% employer pension contribution with enhanced salary sacrifice benefits
✔ Death in Service cover (10x salary)
✔ Private Medical Insurance
✔ Health Cash Plan
✔ Employee discounts and lifestyle benefits programme
✔ Study support and professional development opportunities
✔ Referral bonus scheme
✔ Discretionary performance bonus
Why Apply?
This is a fantastic opportunity to join a supportive and forward-thinking financial planning business that genuinely invests in its people. You'll enjoy a positive working environment, excellent work-life balance, and the opportunity to further develop your career within a growing organisation.
If you're an experienced IFA Administrator looking for your next challenge, we'd love to hear from you
Location: North West (Hybrid Working Available)
Job Type: Full-Time, Permanent
Salary: Competitive + Excellent Benefits
The Opportunity
An established and growing financial planning firm is seeking an experienced IFA Administrator to join its client-focused team.
This is an excellent opportunity for a well-rounded financial services administrator who enjoys managing cases from start to finish and takes pride in delivering exceptional client service. You'll work closely with Financial Advisers and Paraplanners, supporting clients throughout their financial planning journey across pensions, investments, protection, and wealth management solutions.
The successful candidate will play a key role in ensuring the smooth delivery of client services while maintaining the highest standards of accuracy, compliance, and professionalism.
Key Responsibilities
New Business Administration
Process and submit new business applications across pensions, investments, ISAs, bonds, and protection products.
Ensure applications are completed accurately and submitted within agreed timescales.
Monitor cases through to completion and proactively manage outstanding requirements. Client Servicing & Reviews
Prepare valuations, reports, and review packs for adviser meetings.
Support ongoing client servicing and review processes.
Ensure all post-review actions are completed accurately and efficiently. Provider & Platform Liaison
Liaise with providers and investment platforms to obtain valuations, illustrations, and policy information.
Submit and manage Letters of Authority.
Chase providers and third parties to ensure timely case progression. Client Records & Compliance
Maintain accurate and up-to-date client records on back-office systems.
Ensure all files are fully documented and audit-ready.
Adhere to FCA regulations, Consumer Duty principles, and internal procedures at all times. Client & Adviser Support
Act as a key point of contact for client and provider enquiries.
Provide professional and efficient support to Financial Advisers and Paraplanners.
Contribute to delivering an exceptional client experience throughout the advice process.
What's on Offer?
In addition to a competitive salary, you'll benefit from an outstanding package including:
✔ 25 days annual leave plus bank holidays
✔ Your birthday off every year
✔ Paid Christmas shutdown
✔ 9-day working fortnight - enjoy a paid day off every other week
✔ 5% employer pension contribution with enhanced salary sacrifice benefits
✔ Death in Service cover (10x salary)
✔ Private Medical Insurance
✔ Health Cash Plan
✔ Employee discounts and lifestyle benefits programme
✔ Study support and professional development opportunities
✔ Referral bonus scheme
✔ Discretionary performance bonus
Why Apply?
This is a fantastic opportunity to join a supportive and forward-thinking financial planning business that genuinely invests in its people. You'll enjoy a positive working environment, excellent work-life balance, and the opportunity to further develop your career within a growing organisation.
If you're an experienced IFA Administrator looking for your next challenge, we'd love to hear from you
Reference: 225224924
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