Home based Financial Planning Administrator in Southport

An ambitious and fast-growing financial services business is looking to appoint an experienced IFA Administrator to join its expanding team in the North West. With multiple offices and significant growth plans over the coming years, this is an excellent opportunity to join a business that genuinely invests in its people and offers clear career development opportunities.

For individuals who demonstrate the right blend of experience, attitude, and leadership potential, there is a realistic pathway into a Senior Administrator or Team Leader position within 6–12 months. While progression is available, it is not a requirement for success in the role.

As an IFA Administrator, you will play a key role in supporting Financial Advisers and ensuring the smooth delivery of high-quality client service. You will be responsible for managing client administration throughout the advice process, liaising with providers, and maintaining accurate records and documentation.

The successful candidate will be highly organised, detail-oriented, and confident managing multiple cases while delivering an exceptional client experience.

• Process new business applications across a range of financial products including pensions, investments, ISAs, bonds, and protection plans.
• Manage ongoing client servicing activities, including valuations, reviews, and policy administration.
• Liaise with product providers and platforms to obtain information, process requests, and chase outstanding requirements.
• Prepare and maintain accurate client records, ensuring all documentation is compliant and up to date.
• Draft client correspondence, letters of authority, and supporting documentation.
• Act as a key point of contact for clients, advisers, and providers, responding to queries in a professional and timely manner.
• Support advisers with case management throughout the full client journey.
• Ensure all work is completed in line with FCA regulations and internal compliance procedures.
• Contribute to the continued development and improvement of administrative processes.

The ideal candidate will have:

• Previous experience within an IFA, Wealth Management, or Financial Planning environment.
• Strong knowledge of pensions, investments, and financial services administration.
• Experience processing new business and servicing existing clients.
• Excellent organisational skills and attention to detail.
• Strong communication skills with a professional and client-focused approach.
• The ability to manage workloads effectively and work independently when required.
• Familiarity with back-office systems and provider platforms.

This is a fantastic opportunity to join a thriving and ambitious financial planning firm that is continuing to grow across the North West. With multiple offices, significant investment in its people, and exciting expansion plans, the business offers a stable and rewarding environment where employees are supported to develop their careers and reach their potential.

For candidates with the right blend of experience, ambition and leadership qualities, there is genuine scope to progress into a Senior Administrator or Team Leader position within 6–12 months. However, equally, the role offers a long-term home for someone who enjoys being a key part of a successful administration team.

In addition to a competitive salary of up to £30,000 (potentially flexible to £32,000 for an exceptional candidate), you will benefit from an outstanding package including:

• 25 days annual leave, plus your birthday off and all bank holidays.
• Additional paid leave during the Christmas shutdown period.
• A 9-day working fortnight, giving you a paid day off every other week.
• Employer pension contribution of 5% via salary sacrifice, with employer National Insurance savings also rebated into your pension plan.
• Death in Service cover worth 10x basic salary.
• Private Medical Insurance.
• Healthcare Cash Plan covering dental, optical and additional wellbeing benefits.
• Access to a comprehensive employee benefits platform with discounts and salary sacrifice schemes.
• Staff discount programme offering exclusive partner discounts.
• Financial support and study leave for professional qualifications and continued learning.
• Employee referral bonus scheme.
• Discretionary performance bonus scheme.
• A supportive, collaborative culture with genuine opportunities for career progression.

This is more than a traditional IFA Administrator position. You will be joining a forward-thinking business that values its people, invests heavily in employee wellbeing and development, and provides clear opportunities to progress as the company continues its exciting growth journey.

Whether you are looking to take the next step in your career or join a business where you can build a long-term future, this role offers both stability and progression in equal measure.