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IFA Administrator

Job details
Posting date: 10 April 2026
Salary: £24,000.00 to £30,000.00 per year
Hours: Full time
Closing date: 10 May 2026
Location: Liverpool, Merseyside, L3 9SJ
Remote working: On-site only
Company: Search Consultancy LTD
Job type: Permanent
Job reference: Req/680559_1775810385

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Summary

Financial Planning Administrator / IFA Administrator

Location: Liverpool City Centre

Salary: £24,000 - £30,000 (depending on experience & qualifications)

Hours:Monday-Friday, 9am-5pm

Contract: Permanent, Full-time

We are looking for an organised, detail‑driven Financial Planning Administrator to join a busy and well‑established financial planning team in Liverpool City Centre. This role is ideal for someone with financial services administration experience-whether from an IFA practice, wealth management firm, or a broader financial services environment-who is looking to build their technical knowledge and progress within financial planning.

About the Role

You will play a key part in supporting the advice process, preparing client information, maintaining accurate records, and ensuring all documentation meets compliance standards. Working closely with advisers and paraplanners, you'll help deliver a smooth, professional service to clients.

This is an excellent opportunity for someone who enjoys a structured, client‑focused role and is keen to develop their career within financial planning.

Key Skills & Attributes

  • Strong attention to detail and accuracy

  • Highly organised with the ability to prioritise effectively

  • Professional, client‑focused approach

  • Willingness to learn and develop technical knowledge

  • Positive, proactive attitude

  • Desire to take on more responsibility as skills grow

Benefits

  • Pension scheme

  • Life cover

  • Full funding for CII exams, study materials and membership

  • Medical expenses cashback scheme

  • Company sick pay

  • Free financial health checks

Holiday Entitlement

  • 22 days + bank holidays + Christmas/New Year shutdown

  • Additional holiday awarded with length of service

If you're interested in this opportunity, please email your CV to jessica.haslam@search.co.uk to be considered.

Search is an equal opportunities recruiter and 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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