IFA Administrator

Search • Permanent • St Helens, Merseyside, England, United Kingdom • £28k - £30k / year • 11h ago

IFA Administrator

Location: St Helens (Rainford)
Salary: £28,000 - £30,000 (DOE)
Contract: Full-Time | Permanent
Hours: Monday to Friday, 9:00am - 5:00pm
Fully Office-Based

An excellent opportunity has arisen for an experienced IFA Administrator or Financial Services Administrator to join a busy and professional wealth management environment in St Helens.

This role is ideally suited to someone with previous experience supporting Financial Advisers or working within financial services administration who is looking to further develop their career within a client-focused and highly regulated sector.

The Role

As an IFA Administrator, you will provide comprehensive support to Financial Advisers, ensuring the smooth processing of new business, ongoing client servicing, and compliance with regulatory requirements.

You will be responsible for maintaining strong relationships with clients and providers while delivering a high standard of administrative support across pensions, investments, protection and savings products.

Key Responsibilities

Manage new business applications across pensions, investments, protection and savings products.
Liaise with providers, clients and advisers to ensure cases progress efficiently.
Process letters of authority, transfers and ongoing servicing requests.
Maintain accurate client records and update CRM systems.
Prepare client documentation, review packs and correspondence.
Arrange client meetings and manage adviser diaries.
Support annual reviews and ongoing client service activities.
Complete AML and compliance checks, ensuring FCA and GDPR requirements are met.
Assist advisers with meeting preparation and administrative follow-up.
Monitor workflows and ensure tasks are completed within agreed timescales.

About You

We are looking for candidates with:

Previous experience as an IFA Administrator, or significant experience within Financial Services Administration
Knowledge of pensions, investments and protection products
Strong organisational and time-management skills
Excellent attention to detail and accuracy
Experience using CRM systems and Microsoft Office applications
Professional communication and client service skills
The ability to manage multiple priorities and work to deadlines

Desirable

Previous experience within an Independent Financial Adviser practice
Knowledge of FCA regulations and Consumer Duty requirements
Experience using systems such as Intelligent Office, FE Analytics or Defaqto
Financial services qualifications, or an interest in working towards CII qualifications

What's on Offer?

Salary of £28,000 - £30,000, depending on experience
Potential team performance bonus
Full-time, permanent position
Monday to Friday, 9:00am - 5:00pm
Fully office-based in St Helens (Rainford)
Opportunity to develop within a supportive and professional financial services environment

If you feel like this is the right fit for the next step in your career, I'd love to hear from you.

To apply, please contact Jessica Haslam at Search Recruitment.
Email: (url removed)

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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