IFA Administrator

Financial Planning Assistant

Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application.

Location: Crosby

Salary: 30k

Job Type: Full-time

Experience: At least 2 years in a financial planning firm

About the Role

We’re looking for a Financial Planning Assistant to join our team and provide essential administrative and technical support to our growing business. This is a fantastic opportunity to work within a chartered, top-100 IFA firm that values professional development and career progression.

Key Responsibilities:

Handling client communications and queries

Assisting with new enquiries and existing client requests

Supporting paraplanners with research, analysis, and new business processing

Managing new business recording and submission

Liaising with product providers and third parties

Preparing paperwork for client meetings and booking appointments

Supporting technical filing, planning research, and administrative tasks

Ensuring compliance with industry regulations and internal policies

What We’re Looking For:

Minimum R01 qualification (or working towards)

At least 2 years of experience in a financial planning firm

Strong organisational skills and attention to detail

Ability to manage multiple tasks in a fast-paced environment

Excellent communication skills and a client-focused mindset

What’s in It for You?

25 days holiday + bank holidays (plus your birthday off!)

Cycle to work scheme

10x death in service cover

Private Medical Insurance (PMI)

5% pension contribution

Modern new office in a thriving professional environment

Access to NextGen Planners and CII membership

This is an exciting opportunity to join a forward-thinking firm that truly invests in its people. If you want to take the next step in your financial planning career, we’d love to hear from you!

Apply now or contact us for more details