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IFA Administrator

Company:Search Consultancy LTD
Salary:£28,000 to £30,000 a year
Hours:Full-time
Location:Ormskirk, L39 8RJ
Working pattern:On-site
Job type:Permanent
Posting date:23 Oct 2026
Closing date:22 Nov 2026
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Summary

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

If you are interested in applying then submit your CV by applying online or email

adam.molyneux@search.co.uk

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.

Apply for this job

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