IFA Administrator

IFA Administrator – Southport | £28,000 - £33,000 | Career Opportunity with a Leading Wealth Management Firm

Are you an experienced IFA Administrator or Wealth Management Administrator looking for a new challenge? This is an exciting opportunity to join a highly respected and client-focused wealth management firm based in Southport. The firm prides itself on delivering personalised financial planning and investment advice to individuals, families, and business owners.

Why This Opportunity Stands Out

• A well-established and expanding wealth management business with a strong presence in the North West

• A collaborative and supportive team culture where your contribution is valued

• Competitive salary of £28,000 - £33,000 per annum (dependent on experience), plus benefits

• Modern, professional office environment with flexible working arrangements available

About the Role

As an IFA Administrator, you will provide vital support to financial advisers and paraplanners, ensuring high levels of service and efficiency for a growing client base. You will be responsible for managing client administration and assisting with a wide range of financial planning activities.

Key responsibilities include:

• Preparing and submitting new business applications across pensions, investments, and protection

• Managing annual review packs and client correspondence

• Updating and maintaining accurate client records using back-office systems (e.g. Intelligent Office / Adviser Office / similar)

• Liaising with product providers, clients, and professional connections to obtain information and resolve queries

• Supporting paraplanners and advisers with valuations, illustrations, and documentation

About You

• Previous experience as an IFA Administrator, Financial Planning Administrator, or in a similar financial services support role

• Good knowledge of pensions, investments, protection, and financial planning processes

• Strong organisational skills with excellent attention to detail

• Confident in using back-office systems and Microsoft Office applications

• A proactive, team-oriented attitude with a commitment to delivering excellent client service

Salary & Benefits

• £28,000 - £33,000 depending on experience

• Generous holiday entitlement

• Pension scheme

• Study support for professional qualifications (e.g. CII, RO exams)

• Opportunities for career progression into paraplanning or adviser roles

• Flexible working / hybrid working options after probation

How to Apply

If you are looking to join a professional and forward-thinking wealth management firm in Southport, we would love to hear from you. Apply now to take the next step in your financial services career.