Trainee IFA Administrator jobs in Merseyside

IFA Administrator, Full Time, Liverpool, Permanent, Hybrid model Your new company My client, a leading Financial Planning organisation based in Liverpool, is seeking a professional IFA Administrator to join their team on a permanent basis. With over 70 years of experience in providing bespoke services, they have an exceptional reputation across the city. Your new role The position is being...

Job Description Thinking About a Career Change? Why Not Choose HR? If you've reached a crossroads in your professional life and are looking for a fresh start in a people-focused, rewarding industry then Human Resources might be exactly what you’re looking for. Many of our candidates come from diverse professional backgrounds retail, customer service, administration, healthcare, education,...

Senior IFA Administrator / Practice Manager Location: Liverpool Salary: £32,000 DOE Experience Required: Minimum 3 years in a financial planning firm Qualifications Required: Minimum R01 About the Role We are looking for a proactive Financial Planning Assistant to join a leading Chartered Financial Planning firm. In this role, you'll provide both administrative and technical support to the team,...

Your new company My client, a leading Financial Planning organisation based in Liverpool, is seeking a professional IFA Administrator to join their team on a permanent basis. With over 70 years of experience in providing bespoke services, they have an exceptional reputation across the city.Your new role The position is being offered full-time Monday to Friday with standard office hours in place....

You will be part of a supportive and collaborative team that have a pro‐active and energetic approach to their work The role will have a hybrid working pattern (3 days office/2 days home) with study support available , should this be your ambition. Visit the IDEX Consulting Ltd website for further opportunities.

IFA AdministratorLiverpool City Centre (option to work 1 day at home)Monday to Friday, 9am - 5pm (35 hours per week)£24,000 - £30,000 (dependant on experience) Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator.The ideal candidate will have previous experience within an administrative support role within the financial services...

You will often be the first point of contact for client queries, making professionalism and excellent communication essential. This is a hands-on position where your contribution will make a visible impact across the team. You'll provide the administrative backbone that supports advisers and ensures that clients receive timely, accurate, and well-presented information.

You will be the vital link between the Financial Advisers, Paraplanners and clients.

You should have experience as an Administrator within a financial services * Ideally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operates *

Job Overview – Liverpool City Centre – £25k – Permanent A well established and extremely successful logistics organisation based in the heart of Liverpool City Centre are seeking a trainee accounts administrator to join their team. Based in beautiful modern offices, this is a fantastic opportunity to kick start your finance career! Full training provided. Duties and Responsibilities: Request...

A national IFA firm is seeking an IFA Client Services Associate in St Helens. This role involves overseeing the advice process, preparing for client meetings, and ensuring all client documentation is accurate. Candidates must have experience as an Administrator in financial services and possess strong communication skills. Benefits include a salary of £26,000 - £32,000, hybrid working options,...

Financial Planning AdministratorLiverpool City Centre (option to work 1 day at home)Monday to Friday, 9am - 5pm (35 hours per week)£24,000 - £30,000 (dependant on experience) Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator.The ideal candidate will have previous experience within an administrative support role within the...

Wealth Management Admin – Liverpool (Hybrid) Job Type: Full-time or Part-time (min. 25 hours per week) Salary: £26,000 – £28,000 per year Location: Liverpool (Hybrid working available) A well‐established and growing Wealth Management Practice is seeking a motivated Wealth Management Assistant to join its supportive and professional team. This is an excellent opportunity for an experienced...

Thinking About a Career Change? Why Not Choose HR? If you've reached a crossroads in your professional life and are looking for a fresh start in a people-focused, rewarding industry then Human Resources might be exactly what you're looking for. Many of our candidates come from diverse professional backgrounds retail, customer service, administration, healthcare, education, hospitality, and...

A leading Financial Advisory group in St Helens is seeking an IFA Administrator to provide dedicated assistance to Advisers. The role includes managing diaries, liaising with clients and stakeholders, and ensuring compliance with company procedures. This position offers a hybrid work pattern along with benefits like private medical insurance, a discretionary bonus, and opportunities for...

You will also be assigned an expert tutor and a support mentor who will work with you 1-2-1 or in group sessions to provide additional training and support. Once the HTML & CSS courses are complete, your trainer will move you forward to the next stage. Stage 2 – Additional Online Training (*up to 12 weeks)

Job description My client is currently looking for an experienced IFA Administrator to join their team in Liverpool. The Role: To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standardsTo work closely with the aligned Financial Planners to deliver...

You will also be assigned an expert tutor and a support mentor who will work with you 1-2-1 or in group sessions to provide additional training and support. Once the HTML & CSS courses are complete, your trainer will move you forward to the next stage. Stage 2 – Additional Online Training (*up to 12 weeks)

Job description A highly regarded IFA are looking to add strong experience to their existing high performing team of advisors. This is a superb opportunity for the following reasons: High earning potentialHybrid / office / remote workingFull paraplanning, administration and compliance supportA broad range of advice dealing with a core high net worth client portfolioAmbitious growth plans that...

You will also be assigned an expert tutor and a support mentor who will work with you 1-2-1 or in group sessions to provide additional training and support. Once the HTML & CSS courses are complete, your trainer will move you forward to the next stage.

You will be provided with access to a 1hour online revision workshop prior to sitting your exam. This qualification will set you on a route to becoming a Chartered Project Professional with additional study and experience.

You will be provided with access to a 1-hour online revision workshop prior to sitting your exam.