IFA Administrator – Join a growing, Independent Financial Planning Firm!

Are you passionate about supporting financial professionals while making a real difference in people’s lives? Our clients Financial Planning team are fiercely independent, Chartered based in Liverpool, and they are looking for a dedicated IFA Administrator to join their mission of delivering peace of mind to clients through honest and simple financial advice.

Why You’ll Love It Here:

• Innovative Approach: We use cutting-edge technology, including live ‘What if?’ scenario modelling, ensuring our clients receive the best possible solutions tailored to their needs.
• Core Values: We value hard graft, empathy, and expertise. We treat our clients like family, ensuring that we always listen first and provide honest advice.
• Supportive Team: Work alongside a close-knit team of Chartered Financial Planners, with opportunities for growth and career development in a collaborative environment.

What’s In It For You:

• Salary: Competitive, up to £35,000 depending on experience.
• Benefits: Private healthcare, pension scheme, generous holiday entitlement, and support for financial qualifications.
• Location: Liverpool-based, with flexible and remote working options.

Your Role:

• Provide high-quality administrative support to IFAs, ensuring client records and documents are accurate.
• Process client reviews and handle correspondence, liaising with product providers and addressing client queries.
• Ensure compliance with FCA regulations while embracing LightSide’s mission to rid financial services of confusion.

Your Skills:

• Experience within an IFA or wealth management setting.
• Knowledge of financial products and FCA regulations.
• Excellent communication, attention to detail, and a proactive approach.

Be part of a firm that believes financial planning should be empowering, not intimidating. Ready to help clients experience peace of mind? Apply today!