IFA Administrator

Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title:

Advisor Support Administrator

Location:

Liverpool (office-based)

Salary & Benefits:

• Competitive salary


• 5% employer pension contribution + NI repayment


• 10x salary death in service cover


• Private medical insurance & cash plan


• 25 days holiday + birthday off + Christmas shutdown + additional discretionary days (e.g., school events)


• 9-day working fortnight


• One-month paid sabbatical after 5 years’ service


• Company-funded exam support for one qualification

A rapidly growing wealth management business with multiple offices across the North West. The firm prides itself on a collaborative and supportive culture, offering both career progression opportunities and long-term stability. Due to continued expansion and an internal promotion, they are now seeking an experienced Advisor Support Administrator to join their Lancaster office.

Role Overview:

As an Advisor Support Administrator, you will provide high-quality administrative support to financial advisers and paraplanners, helping deliver outstanding service to clients.

Key responsibilities include:

• Preparing and processing client documentation with accuracy and compliance.


• Maintaining client records on the back-office system (Plannr).


• Producing reports, valuations, and review packs.


• Liaising with clients, providers, and internal teams.


• Assisting with the smooth running of adviser support functions.

• Previous experience in IFA or financial planning administration (essential).


• Strong knowledge of wealth management products and processes.


• High level of accuracy and attention to detail.


• Excellent organisational and time-management skills.


• Confident communicator, able to liaise effectively with advisers, clients, and providers.


• Proficient IT skills; experience with back-office systems (Plannr desirable).


• Ability to work independently and as part of a team.

If this role sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail.

Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven’t heard from us within 7 days, please assume your application has not been successful on this occasion.

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