Search Consultancy LTD
IFA Administrator
Ormskirk L39 8RJ
Key information
- Pay
- £28,000 to £30,000 a year
- Hours
- Full-time
- Contract
- Permanent
- Workplace arrangement
- On-site
- Posted date
- 23 Oct 2026
- Closing date
- 22 Nov 2026
About this role
IFA Administrator
-
Location
Ormskirk
-
Salary
£28,000 - £30,000
-
Hours
Monday to Friday, 9:00am - 5:30pm
The Opportunity
We are working with a growing and supportive financial planning firm in Ormskirk who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services.
The Role
As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience.
Key responsibilities include
- Providing administrative support to Financial Advisers and Paraplanners
- Managing adviser diaries and arranging client meetings
- Preparing client documentation and reports
- Liaising with pension providers and life companies to gather information
- Handling and responding to general client enquiries
About You
- Previous experience within an IFA or financial services administration role
- Strong IT skills, including experience with spreadsheets and databases
- Excellent organisational and planning abilities
- A methodical and detail-focused approach
- High levels of integrity and professionalism
If you are interested in applying then submit your CV by applying online or email
adam.molyneux@search.co.uk
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.