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
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know about openings for IFA Administrators. A friendly chat can lead to opportunities that aren’t even advertised!
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to client care and compliance with FCA regulations. This will help you show how you can contribute to their mission and culture.
✨Tip Number 3
Practice your communication skills! As an IFA Administrator, you'll need to be clear and professional when dealing with clients and providers. Role-play common scenarios with a friend to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in joining our fantastic team!
We think you need these skills to ace IFA Administrator in Liverpool
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in administration within the financial services sector, especially if you've worked with products like Pensions or ISAs.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for the IFA Administrator role. Share specific examples of how you've successfully managed client cases or improved processes in your past roles.
Showcase Your Attention to Detail:Since this role requires exceptional accuracy, mention any experiences where your attention to detail made a difference. Whether it’s catching errors in data entry or ensuring compliance with regulations, let us know!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity with our team!
How to prepare for a job interview at Fintro
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products like Pensions, ISAs, and Investments. Familiarise yourself with FCA regulations, especially the Consumer Duty principles, as this will show that you understand the industry and can contribute to the team's success.
✨Showcase Your Attention to Detail
During the interview, highlight examples from your past roles where your attention to detail made a difference. Whether it was catching an error in a client file or ensuring accurate data entry, demonstrating this skill is crucial for an IFA Administrator.
✨Prepare for Client Scenarios
Think about potential client scenarios you might face in the role. Be ready to discuss how you would handle client queries or manage the ongoing review cycle. This will showcase your problem-solving skills and your ability to provide excellent client service.
✨Be a Team Player
Emphasise your ability to work well within a team. Share experiences where you collaborated with colleagues to achieve a common goal. This will resonate well, as the company values teamwork and a supportive culture.
