IFA Administrator Annual Salary: Up to £31,000 (depending on experience) Location: Liverpool City Centre Job Type: Full-time, Permanent We are excited to offer a fantastic opportunity for an experienced IFA Administrator to join a successful and reputable IFA firm. This role is ideal for someone who thrives in a professional wealth management environment, with experience of providing comprehensive administrative support to Advisors with the goal of creating a seamless and efficient client experience. The role offers excellent opportunity for growth and development. Day-to-day of the role: Regular liaison with clients, managing requests and queries as required Processing new business applications, ensuring compliance with FCA regulations Preparing valuations for clients, and updating client records in CRM to maintain accurate client information Administration of investments, pensions, and estate planning as and when required, in support of Advisers Prepare review packs and performance reports Ensuring compliance documentation is received and documented Processing withdrawals, fund switches, and provider transactions Required Skills & Qualifications: At least one year of administrative experience within an IFA or Financial Services organisation Experience in client management systems Strong communication skills and the ability to build rapport and relationships with clients and Advisers alike Strong knowledge of financial investment and pension products Excellent organisational skills and attention to detail and accuracy Ability to work independently and as part of a collaborative team Benefits: Salary up to £31,000 depending on experience and qualification status Financial support to achieve relevant qualification 25 days annual leave 8 bank holidays Company pension scheme To apply for this IFA Administrator position, please submit your CV or contact Rhyan Scott at Reed Financial Services for more information.