Ifa Administrator
CV-LibraryLiverpool, MerseysidepermanentPosted: 12 March 2026
Apply NowWealth Planning Practice - IFA Administrator role
My client is an IFA Wealth Management practice, and looking to augment their successful team by recruiting an IFA/Wealth Management Administrator, to join their Liverpool office.
You'll be supporting the Financial Planners & Paraplanners, dealing with new business admin, suitability letters, client queries and other aspects of financial services administration, making you a pivotal member of the team.
A competitive salary package is on offer with this role, depending on experience (up to £31,000) with benefits & full support with the Diploma exams, makes this a sought after opportunity!
Ideally you'll have experience within administration in an IFA/Wealth office, and be working towards Level 4 Diploma or wanting to study for these exams. The role is a full time/office based at the Liverpool office.
Click and apply ASAP, as a short list of candidates, is being drawn up
My client is an IFA Wealth Management practice, and looking to augment their successful team by recruiting an IFA/Wealth Management Administrator, to join their Liverpool office.
You'll be supporting the Financial Planners & Paraplanners, dealing with new business admin, suitability letters, client queries and other aspects of financial services administration, making you a pivotal member of the team.
A competitive salary package is on offer with this role, depending on experience (up to £31,000) with benefits & full support with the Diploma exams, makes this a sought after opportunity!
Ideally you'll have experience within administration in an IFA/Wealth office, and be working towards Level 4 Diploma or wanting to study for these exams. The role is a full time/office based at the Liverpool office.
Click and apply ASAP, as a short list of candidates, is being drawn up