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- Tasks: Support financial advisers by processing pensions, investments, and client queries.
- Company: Join a respected financial planning firm in Liverpool with a strong reputation.
- Benefits: Enjoy 25 days holiday, free parking, and a standard 9:30am–5:00pm work schedule.
- Why this job: Gain valuable experience in finance while working in a supportive office environment.
- Qualifications: 1+ years in an IFA or investment/pensions admin role; confident with financial platforms.
- Other info: This role is fully office-based in Liverpool, perfect for those seeking a stable work environment.
The predicted salary is between 30000 - 42000 £ per year.
Location: Liverpool (Fully Office-Based)
We’re supporting a respected financial planning firm in Liverpool looking to hire an experienced IFA Administrator.
- Processing pensions, investments, and new business
- Handling client queries and maintaining CRM systems
- 1+ years’ experience in an IFA or investment/pensions admin role
- Confident using financial platforms and admin systems
- Must be comfortable working fully office-based in Liverpool
25 days holiday + bank holidays
Free parking
Working hours: 9:30am–5:00pm (Mon–Fri)
Final face-to-face interview in Liverpool office
If this role aligns with what you’re looking for, apply online to find out more!
Administrator - Independent Financial Adviser (Ifa) employer: Recruit UK | Certified B Corp™
Contact Detail:
Recruit UK | Certified B Corp™ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator - Independent Financial Adviser (Ifa)
✨Tip Number 1
Familiarise yourself with the specific financial platforms and CRM systems commonly used in the industry. This knowledge will not only boost your confidence but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Prepare for the face-to-face interview by researching the firm’s values and recent developments in the financial planning sector. Showing that you understand their mission can set you apart from other candidates.
✨Tip Number 3
Practice answering common interview questions related to client queries and administrative tasks. Being able to articulate your experience clearly will help you make a strong impression during the interview.
✨Tip Number 4
Network with professionals in the financial planning field, especially those who work in Liverpool. They might provide insights or even refer you to the position, increasing your chances of landing the job.
We think you need these skills to ace Administrator - Independent Financial Adviser (Ifa)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial administration, particularly in IFA or investment/pensions roles. Use specific examples to demonstrate your skills in processing pensions and handling client queries.
Craft a Strong Cover Letter: Write a cover letter that clearly explains why you are interested in the IFA Administrator position. Mention your familiarity with financial platforms and admin systems, and express your enthusiasm for working in a fully office-based environment in Liverpool.
Highlight Relevant Experience: In your application, emphasise your 1+ years of experience in an IFA or investment/pensions admin role. Detail any specific achievements or responsibilities that showcase your ability to manage client queries and maintain CRM systems effectively.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Know Your Financial Platforms
Make sure you are familiar with the financial platforms and admin systems mentioned in the job description. Brush up on any specific software you’ve used in previous roles, as this will demonstrate your confidence and capability to handle the tasks required.
✨Prepare for Client Queries
Think about common client queries you might encounter in an IFA role. Prepare some examples of how you've successfully handled similar situations in the past, showcasing your problem-solving skills and customer service experience.
✨Understand the Company Culture
Research the financial planning firm you’re interviewing with. Understanding their values and culture can help you tailor your responses and show that you’re a good fit for their team.
✨Dress Professionally for the Office
Since the role is fully office-based, make sure to dress appropriately for the interview. A smart, professional appearance will help create a positive first impression and show that you take the opportunity seriously.
