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- Tasks: Provide admin support to Advisers and Paraplanners, handling client queries and compliance.
- Company: Join a respected financial planning firm in Liverpool with a supportive team culture.
- Benefits: Enjoy a salary up to £30,000, 25 days holiday, free parking, and a friendly work environment.
- Why this job: This role offers hands-on experience in finance and a chance to grow within a close-knit team.
- Qualifications: 1+ years’ experience in IFA or investment/pensions admin; strong communication and organisation skills required.
- Other info: Work fully office-based in Liverpool with hours from 9:30am to 5:00pm, Monday to Friday.
The predicted salary is between 24000 - 30000 £ per year.
Location: Liverpool (Fully Office-Based)
Salary: £28,000–£30,000 (DOE)
Ref: 9667
We’re supporting a respected financial planning firm in Liverpool looking to hire an experienced IFA Administrator.
About the Role:
- You'll provide full admin support to Advisers and Paraplanners, including:
- Processing pensions, investments, and new business
- Preparing reports, valuations, and client documentation
- Handling client queries and maintaining CRM systems
- Ensuring compliance and liaising with providers
What We're Looking For:
- 1+ years’ experience in an IFA or investment/pensions admin role
- Strong communication and organisation skills
- Confident using financial platforms and admin systems
- Must be comfortable working fully office-based in Liverpool
What’s on Offer:
- Salary up to £30,000 (DOE)
- 25 days holiday + bank holidays
- Free parking
- Supportive, close-knit team environment
- Working hours: 9:30am–5:00pm (Mon–Fri)
Interview Process:
- Initial Teams call
- Final face-to-face interview in Liverpool office
If this role aligns with what you're looking for, apply online to find out more!
Contact Detail:
Recruit UK | Certified B Corp™ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the specific financial platforms and admin systems mentioned in the job description. Being able to demonstrate your proficiency in these tools during the interview will show that you're ready to hit the ground running.
✨Tip Number 2
Prepare for the initial Teams call by researching the company and its values. This will help you articulate why you want to work there and how you can contribute to their team, making a strong first impression.
✨Tip Number 3
Practice common interview questions related to IFA administration, such as handling client queries or ensuring compliance. Having clear examples from your past experience will help you answer confidently and effectively.
✨Tip Number 4
Since the role is fully office-based, think about how you can convey your enthusiasm for working in a team environment. Be ready to discuss how you thrive in collaborative settings and contribute positively to team dynamics.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in IFA or investment/pensions administration. Emphasise your skills in processing pensions, investments, and client documentation, as well as your familiarity with financial platforms.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the requirements mentioned in the job description. Mention your 1+ years of experience and how your strong communication and organisation skills make you a great fit for the role.
Showcase Your Compliance Knowledge: Since compliance is a key part of the role, include any relevant experience you have in ensuring compliance and liaising with providers. This will demonstrate your understanding of the industry standards.
Prepare for Interviews: Research common interview questions for IFA Administrator roles and prepare your answers. Be ready to discuss your previous experiences and how they relate to the responsibilities outlined in the job description.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Know Your Financial Terminology
Brush up on key financial terms and concepts related to pensions, investments, and compliance. Being able to speak confidently about these topics will show your understanding of the role and impress the interviewers.
✨Demonstrate Organisational Skills
Prepare examples from your previous experience that highlight your organisational skills. Discuss how you managed multiple tasks or projects simultaneously, as this is crucial for supporting Advisers and Paraplanners effectively.
✨Familiarise Yourself with CRM Systems
Since maintaining CRM systems is part of the job, make sure you are familiar with common platforms used in the industry. If you have experience with specific systems, be ready to discuss how you utilised them in your previous roles.
✨Prepare Questions for the Interviewers
Have a few thoughtful questions ready to ask during the interview. This shows your interest in the role and the company, and it gives you a chance to assess if the firm is the right fit for you.
