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IFA Administrator

Posted: 06/01/26
Recruiter:Integro Partners
Reference:3055505764
Type:Permanent
Salary:£27,000 - £32,000 Annual
Location:Great Crosby, UK
Description: Senior IFA Administrator / Practice Manager
Location: Liverpool
Salary: £32,000 DOE
Experience Required: Minimum 3 years in a financial planning firm
Qualifications Required: Minimum R01

About the Role
We are looking for a proactive Financial Planning Assistant to join a leading Chartered Financial Planning firm. In this role, you'll provide both administrative and technical support to the team, ensuring clients receive a high level of service and the business runs smoothly.

Key Responsibilities
  • Handle communication with new and existing clients
  • Support with enquiries from prospective and current clients
  • Assist paraplanners with research and analysis
  • Help with submitting and tracking new business
  • Prepare paperwork and book appointments for client meetings
  • Liaise with product providers and third parties
  • Maintain and update client records and business systems
  • Greet clients and manage meeting logistics
  • Keep up to date with industry and regulatory changes
What We re Looking For
  • Minimum 3 years experience in a financial planning firm
  • R01 qualification (minimum)
  • Strong attention to detail and organisational skills
  • Good communication and client service abilities
  • Comfortable working both independently and as part of a team
Benefits
  • 25 days holiday + bank holidays
  • Birthday off
  • Cycle to work scheme
  • 10x death in service cover
  • Private Medical Insurance (PMI)
  • 5% pension contribution
  • Access to professional memberships (CII, NextGen Planners)
  • Modern, newly built office
  • Be part of a Chartered and Top 100 IFA firm

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