IFA Administrator

Heat Recruitment


Date: 1 day ago
City: Bolton, England
Contract type: Full time
  • Location: Liverpool
  • Salary: Up to £30,000 (depending on experience) + excellent benefits
  • Working Pattern: Full-time, Hybrid working available

We are working with a reputable and growing Independent Financial Advisory (IFA) firm that is seeking an experienced IFA Administrator to join their supportive and collaborative team.

Key Responsibilities

  • Provide administrative support to Financial Advisers and Paraplanners
  • Process new business and maintain accurate client records using back-office systems
  • Prepare client packs, valuations, and ongoing review documentation
  • Liaise with providers and clients to ensure smooth and compliant service delivery
  • Maintain up-to-date knowledge of FCA regulations and internal compliance procedures
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