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- Tasks: Support financial advisers by managing client queries and maintaining accurate records.
- Company: A respected financial planning firm with a focus on client care.
- Benefits: Salary up to £30,000, 33 days leave, pension contributions, and professional development support.
- Why this job: Make a real impact in clients' financial journeys while thriving in a supportive team.
- Qualifications: 1+ years in financial services, strong communication skills, and organised mindset.
- Other info: Join a values-led environment with opportunities for career growth.
The predicted salary is between 25000 - 30000 £ per year.
A highly regarded financial planning firm is seeking an organised and client-focused IFA Administrator to join its growing team. This position is ideal for someone who enjoys bringing structure to a busy environment and plays a key role in supporting the delivery of high-quality financial advice. This is more than a processing role, your work will directly contribute to a smooth, positive client experience. You will be a crucial connection between advisers, paraplanners, clients, and providers, helping ensure each stage of the advice journey is handled with care and precision.
As an IFA Administrator, you will be responsible for keeping cases moving efficiently, maintaining accurate records, and managing essential tasks across investments, pensions, and protection. You will often be the first point of contact for client queries, making professionalism and excellent communication essential. This is a hands-on position where your contribution will make a visible impact across the team. You will provide the administrative backbone that supports advisers and ensures that clients receive timely, accurate, and well-presented information.
You will thrive in this role if you:
- Enjoy maintaining order and structure in a fast-paced environment
- Take pride in completing tasks accurately and on time
- Are proactive in spotting potential issues and resolving them early
- Want to be part of a team that values quality, consistency, and client care
- Feel motivated knowing your work contributes directly to client outcomes
- Appreciate responsibility and working with autonomy
Key Responsibilities:
- Managing client and provider queries with professionalism and urgency
- Maintaining and updating client records, valuations, and documentation
- Processing fund switches, transfers, withdrawals, and provider instructions
- Assisting with the implementation of investment, pension, and financial planning recommendations
- Preparing client review packs, correspondence, and suitability documents
- Ensuring back-office systems remain accurate, compliant, and well organised
- Coordinating effectively with advisers, paraplanners, and external providers
What good performance looks like:
- Staying on top of tasks without needing reminders
- Communicating clearly and raising issues early
- Working quickly while maintaining exceptional accuracy
- Remaining calm, friendly, and client-focused in all interactions
- Being viewed by colleagues as dependable and detail-oriented
What you will bring:
- Minimum of 1 years experience in an IFA or financial services administration role
- Understanding of investment and pension processes
- Competence using industry systems (e.g., back-office platforms, provider portals) and Microsoft Office
- Strong written and verbal communication skills
- An organised, structured mindset with a commitment to client service
Benefits:
- Salary up to £30,000 depending on experience
- 33 days annual leave including Bank Holidays
- Employer pension contribution
- Full support for exams and professional development
- Friendly, values-led working environment
- Opportunities to progress as the firm continues to expand
IFA Administrator in Liverpool employer: RGH-Global Limited
Contact Detail:
RGH-Global Limited Recruiting Team
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 sometimes lead to opportunities that aren't even advertised.
✨Tip Number 2
Prepare for interviews by practising common questions related to client service and administration. We recommend role-playing with a friend or using online resources to get comfortable with articulating your experience and skills.
✨Tip Number 3
Showcase your organisational skills during the interview. Bring examples of how you've maintained order in previous roles, and be ready to discuss how you handle multiple tasks efficiently. This will demonstrate you're the perfect fit for a busy environment!
✨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 take the initiative to connect directly with us.
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 that match the IFA Administrator role. Highlight your organisational skills and any relevant experience in financial services to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about client care and how your proactive approach can contribute to our team. Keep it professional but let your personality come through!
Showcase Your Communication Skills: Since communication is key in this role, make sure your written application is clear and concise. We want to see that you can convey information effectively, just like you would with clients and colleagues.
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at RGH-Global Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of investment and pension processes. Familiarise yourself with common industry terms and the specific services the firm offers. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Organisational Skills
Since this role requires a knack for maintaining order in a busy environment, prepare examples from your past experience where you've successfully managed multiple tasks or projects. Highlight how your organisational skills contributed to a positive client experience.
✨Practice Professional Communication
As the first point of contact for clients, excellent communication is key. Practice articulating your thoughts clearly and concisely. You might even want to role-play common client scenarios with a friend to build your confidence.
✨Demonstrate Proactivity
Be ready to discuss times when you've spotted potential issues before they became problems. Employers love candidates who take initiative, so think of examples where your proactive approach made a difference in your previous roles.
