Financial Planning Administrator

Financial Planning AdministratorLocation: LiverpoolSalary: Up to £30,000 plus company benefits (Potentially to £34K for highly experienced candidates)

An established and growing financial planning firm is seeking an experienced Financial Planning Administrator to join their team in Liverpool.

The business has built a strong reputation for delivering high-quality, client-focused financial advice and prides itself on maintaining long-term relationships with clients. With a collaborative and professional culture, the firm offers a stable environment where employees are supported and encouraged to develop their careers. The company continues to invest in its people, systems, and processes to ensure the highest standards of service.

This is an excellent opportunity for a professional with proven experience within an Independent Financial Adviser environment, who is looking to develop their career within a supportive and forward-thinking business.

The RoleYou will play a key role in supporting Financial Advisers and ensuring the smooth delivery of client services. This is a fast-paced position requiring strong organisational skills, attention to detail, and the ability to manage multiple tasks efficiently.

Key Responsibilities

• Providing full administrative support to Financial Advisers
• Preparing client review packs and suitability documentation
• Processing new business applications across pensions, investments, and protection
• Liaising with providers, clients, and internal teams
• Maintaining accurate client records and ensuring compliance requirements are met
• Managing workflow and prioritising tasks effectively

Requirements

• Essential: Proven experience in an IFA Administrator role
• Strong knowledge of financial products including pensions and investments
• Excellent organisational and time management skills
• High level of attention to detail and accuracy
• Strong communication skills, both written and verbal
• Ability to work independently and as part of a team

Benefits

• Competitive salary depending on experience - ideally £23,000 to £30,000 (potential to £34,000)
• Company benefits package
• Supportive and professional working environment
• Opportunities for career development and progression
• Exam support

If you are an experienced IFA Administrator looking for your next opportunity in Liverpool, we would be keen to hear from you.