At a Glance
- Tasks: Support Financial Advisers with client onboarding, documentation, and case management.
- Company: Fast-growing wealth management firm with a strong client-service culture.
- Benefits: Competitive salary, performance bonus, professional development, and clear career progression.
- Other info: Opportunity for growth into Paraplanning or Financial Advice roles.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: 2+ years in financial administration with strong organisational skills.
The predicted salary is between 40500 - 49500 £ per year.
Financial Advice Administrator
Package: Circa £30,000 basic + 20% bonus (c.£36,000 target package)
My client is a fast-growing, adviser-led wealth management business with a substantial UK and international footprint.
The firm combines regulated financial planning with modern technology, specialist support and a strong client-service culture, and is continuing to expand through both organic hiring and acquisitions.
As part of that growth, it is strengthening its administration capability across the West Midlands and is looking for an experienced IFA Administrator who wants both responsibility and a genuine long-term career path.
The Role
- Provide end-to-end administrative support to Financial Advisers and Paraplanners across a busy UK financial planning caseload.
- Manage client onboarding, letters of authority, account opening, new business processing, transfers, withdrawals and ongoing servicing.
- Liaise professionally with clients, product providers, platforms and internal teams, ensuring outstanding information and actions are progressed promptly.
- Prepare valuations, review packs, client documents and supporting information ahead of adviser meetings.
- Maintain complete and accurate client records, CRM data, file notes and documentation in line with FCA and internal compliance standards.
- Track cases through to completion, identifying delays or missing information and taking ownership of follow-up.
- Work closely within an adviser / paraplanner / administrator structure to help advisers spend more time with clients and less time on administration.
About You
- Around 2+ years of experience within a UK IFA, financial planning or wealth management administration environment.
- Good working knowledge of pensions, investments, platforms and the client review / new business process.
- Strong organisation, accuracy and written communication, with confidence managing multiple cases and deadlines.
- Comfortable using CRM, document-management and financial planning systems.
- A client-first, proactive approach and the confidence to take ownership rather than simply pass tasks on.
- Experience supporting internationally mobile, expatriate or US-connected clients in a UK planning environment would be useful, but is not essential.
Package & Progression
- Circa £30,000 basic salary plus a 20% performance bonus, taking target earnings to approximately £36,000.
- Support towards relevant professional qualifications and structured development.
- Clear progression into Paraplanning for technically minded administrators, with a longer‑term route into Financial Advice for those who want it.
- Exposure to a growing client base, modern planning technology and a business investing heavily in its people, systems and UK growth.
- #J-18808-Ljbffr
Financial Advice Administrator in Liverpool employer: James & Partners
Join a thriving family-owned estate agency in Peckham, where you will be part of a supportive and dynamic team dedicated to delivering exceptional service in the New Homes sector. With a strong focus on employee development, you will benefit from comprehensive training, guaranteed commission, and exciting overseas incentive trips, all while enjoying a competitive salary and the perks of a company car. This is not just a job; it's an opportunity to grow your career in a reputable firm that values its employees and fosters a positive work culture.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advice 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 James & Partners. 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 Financial Advice 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 James & Partners.
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 James & Partners'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 James & Partners
✨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 James & Partners.
✨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 James & Partners 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 James & Partners 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.
