IFA Administrator
- Location: Ormskirk
- Salary: £28,000 - £30,000
- Hours: Monday to Friday, 9:00am - 5:30pm
The Opportunity
We are working with a growing and supportive financial planning firm in Ormskirk who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services.
The Role
As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience.
Key responsibilities include:
- Providing administrative support to Financial Advisers and Paraplanners
- Managing adviser diaries and arranging client meetings
- Preparing client documentation and reports
- Liaising with pension providers and life companies to gather information
- Handling and responding to general client enquiries
About You
- Previous experience within an IFA or financial services administration role
- Strong IT skills, including experience with spreadsheets and databases
- Excellent organisational and planning abilities
- A methodical and detail-focused approach
- High levels of integrity and professionalism
we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
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IFA Administrator in Ormskirk employer: Search Consultancy
Search Consultancy is an excellent employer, offering competitive hourly rates and weekly pay for the Finishing Groundworker role in Cheadle. Our work culture prioritises safety and collaboration, ensuring that employees thrive in a supportive environment while contributing to high-quality projects. With ongoing work opportunities and a commitment to employee growth, we provide a rewarding experience for those looking to advance their careers in construction.
