IFA Administrator in St Helens

Eventus Recruitment are seeking a Financial Planning / IFA Administrator to join a thriving Financial Planning business based in St Helens, Merseyside. This full-time, permanent Financial Planning Administrator job offers an excellent salary of £27,000 – £28,000, working Monday to Friday, 9am – 5pm. This is an outstanding opportunity for an experienced Financial Planning professional to join a modern and supportive team with clear progression routes into Paraplanning or Financial Planning. Located in the heart of St Helens, this business offers hybrid working and remote working options, full study support, enhanced benefits, and a highly collaborative environment. With ongoing business growth, this appointment is being made to strengthen their administrative capability and support continued expansion.

Job Responsibilities

This Financial Planning Administrator job will involve delivering high-quality administrative and technical support to the hiring company’s Financial Planners, IFAs and Paraplanners, ensuring the smooth running of client service and day-to-day operations. Duties within this IFA Administrator job include:

• Delivering a consistently high-quality client experience.
• Preparing client meeting packs and documentation.
• Supporting and completing Letters of Authority (LOA) processes.
• Submitting, loading, and chasing new business to completion.
• Maintain…