At a Glance
- Tasks: Provide top-notch support to Financial Advisers and clients in a dynamic environment.
- Company: Leading Independent Financial Adviser firm focused on tailored financial advice.
- Benefits: 9-day working fortnight, 25 days holiday, private medical insurance, and generous pension contributions.
- Other info: Enjoy a vibrant team culture and performance bonuses.
- Why this job: Join a supportive team with excellent work-life balance and career growth opportunities.
- Qualifications: Experience in IFA administration; no formal qualifications required.
The predicted salary is between 28000 - 30000 £ per year.
Location: North West Liverpool or Southport
Employment Type: Full-time, Permanent
Salary: 28-30K
Why Join Us?
- Ultimate Work-Life Balance: 9-day working fortnight (a paid day off every other week!), plus paid leave during our Christmas shutdown period.
- Generous Annual Leave: 25 days’ holiday + your birthday off + all bank holidays.
- Top-Tier Pension: 5% employer contribution via Salary Sacrifice, with all employer National Insurance savings rebated directly back into your plan.
- Peace of Mind: Death in Service cover (10× basic salary) + Private Medical Insurance.
- Health & Well-being: Cash Plan Scheme (covering dental, optical, health checks, and extra benefits).
- Perks & Discounts: Circular Benefits Programme (everyday living discounts and salary sacrifice schemes) and an MHW Staff Discount Card.
- Career Growth: No qualifications required to start, but full financial support and study leave are provided if you wish to pursue professional development.
- Extra Rewards: Discretionary performance bonus scheme + a staff referral bonus scheme.
About Us
We are a leading Independent Financial Adviser (IFA) firm dedicated to providing high-quality, tailored financial advice. With a strong focus on pensions, investment advice, and inheritance tax planning, our mission is to guide clients toward achieving their long-term financial objectives. We pride ourselves on the highest standards of professionalism and care, ensuring all advice and operations strictly comply with FCA regulations and firmly embed the FCA’s Consumer Duty principles.
The Role
We are seeking a well-versed and experienced IFA Administrator to provide first-class support to our Financial Advisers, Paraplanners, and clients. This is an end-to-end administrative role where you will confidently manage cases across the entire client lifecycle. From accurately processing new business to preparing client reviews and handling day-to-day provider queries, your precision and organisation will keep our operations running smoothly.
Key Responsibilities:
- New Business Processing: Accurately prepare, process, and submit applications across a range of products and wrappers (Pensions, ISAs, Investments, Bonds, and Protection), chasing through to completion.
- Client Servicing & Reviews: Manage the ongoing client review cycle, including preparing valuations and review packs ahead of adviser meetings, and actioning any post-meeting requirements.
- Provider & Platform Liaison: Work directly with platforms and providers to obtain illustrations, valuations, and policy information, and process Letters of Authority (LOAs).
- Client File Management: Maintain pristine, up-to-date, and audit-ready client records on our back-office system.
- Client Support & Communication: Act as a key point of contact for client and provider queries, offering a professional, warm, and timely response.
- Consumer Duty Compliance: Ensure all administrative work supports good client outcomes, transparency, and fairness in line with FCA guidelines.
What We Are Looking For
Experience & Knowledge:
- Proven experience as an Administrator within a UK IFA or wealth management firm.
- Hands-on experience administering a range of financial products (Pensions, ISAs, Bonds, Protection, and Investments).
- Confidence working with financial provider portals, platforms, and IFA back-office systems.
- A solid working understanding of FCA regulations, particularly the Consumer Duty principles.
- No formal qualifications are required! We value experience and the right attitude, though we are more than happy to fully fund further study if you want to grow your career.
Skills & Personal Attributes:
- High Attention to Detail: Exceptional accuracy in data entry and file management—you spot the things others miss.
- Excellent Communication: A professional, client-friendly manner both in writing and over the phone.
- Organised Multitasker: Ability to manage a busy pipeline of cases and deadlines efficiently in a fast-paced environment.
- Team Player: A proactive, self-motivated individual who can work independently but loves collaborating with a wider team.
How to Apply
If you are an experienced IFA Administrator looking for a brilliant team culture, unbeatable work-life balance, and long-term stability, we would love to hear from you!
IFA Administrator in Liverpool employer: Fintro
Join our leading Independent Financial Adviser firm in North West Liverpool or Southport, where we prioritise a supportive work environment and exceptional employee benefits. Enjoy a unique 9-day working fortnight, generous annual leave, and comprehensive health and well-being packages, all while having the opportunity for professional growth with full financial support for further studies. Our commitment to excellence ensures that you will thrive in a culture that values teamwork, precision, and client satisfaction.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in Liverpool
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Fintro. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace IFA Administrator in Liverpool
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Fintro.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Fintro's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Fintro
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Fintro.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Fintro will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Fintro employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
