IFA Administrator

IFA Administrator

Location: Ormskirk

Salary: £28,000 - £30,000

Hours: Monday to Friday, 9:00am - 5:30pmThe 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 professionalismIf you are interested in applying then submit your CV by applying online or email

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