Job Description Job Title: IFA Administrator Location: Liverpool Salary: £24,000 - £26,000 Bonus & Benefits Our client is a growing independent financial planning firm searching to find a motivated IFA Administrator to join the existing sales support team in Liverpool. The successful candidate will help provide support to the team of existing Independent Financial Advisers, (IFA’s) and members of the Senior Leadership Team (SLT). This role will be a development position for someone looking to build a career within Financial Planning. You will work alongside a fun and dynamic team who pride themselves on a busy and enjoyable working culture. The position will come with comprehensive training and longer term progression opportunities. Key Responsibilities: Provide high-level administrative assistance to IFA's, including but not limited to managing calendars, arranging client meetings, preparing reports, and handling correspondence. Utilise your technical proficiency in financial planning tools, software, and systems to streamline processes, analyse data, and assist in the creation of financial plans and investment strategies. Collaborate closely with the IFA in servicing client accounts, ensuring timely responses to client inquiries, managing documentation, and assisting in delivering exceptional client experiences. Work collaboratively with the senior leadership team, contributing insights, participating in strategy sessions, and supporting initiatives aimed at enhancing operational efficiency and business growth. Maintain a strong understanding of regulatory requirements within the financial services industry, ensuring all administrative practices and client interactions adhere to compliance standards. Foster a positive and engaging working relationship with the IFA, embracing their affinity for good-hearted banter while maintaining professionalism and delivering outstanding support. If you are a hardworking and looking to continue your development within a great team environment that embraces camaraderie and good-hearted humour, then this is the role for you Synonyms : Financial Planning Administrator, Financial Service Administrator, Wealth Management Administrator, Financial Planning Support, Client Services Associate