IFA Administrator

Location: St Helens
Salary: £28,000 - £30,000 + company bonus
Hours: Monday to Friday, 9:00am - 5:00pm
25 days holiday + birthday off + bank holidays

The Opportunity

We are working with a growing and supportive financial planning firm in St Helens 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 enquiriesAbout You

P...