IFA Administrator

Location

Bolton

Salary Competitive TypePermanent WorkplaceOn-Site Ref88418

Recruiter Managing This Role

IFA Administrator

• Location : Liverpool
• Salary : Up to £30,000 (depending on experience) + excellent benefits
• Working Pattern : Full-time, Hybrid working available

We are working with a reputable and growing Independent Financial Advisory (IFA) firm that is seeking an experienced IFA Administrator to join their supportive and collaborative team.

Key Responsibilities :

Provide administrative support to Financial Advisers and Paraplanners

Process new business and maintain accurate client records using back-office systems

Prepare client packs, valuations, and ongoing review documentation

Liaise with providers and clients to ensure smooth and compliant service delivery

Maintain up-to-date knowledge of FCA regulations and internal compliance procedures