{"id":4117204,"url":"https://alion.io/job/ircfs-ifa-administrator-preston","title":"IFA Administrator - Preston","company":{"id":4420582,"name":"IRCFS","domain":"ircfs.com","url":"https://alion.io/company/ircfs","size_band":null,"is_staffing_agency":true,"employer_type":"agency","is_intermediary":false,"listed_via":null,"ats_vendor":"Manatal","truth_index":null},"role":"Administrative","role_family":"Administrative","seniority":null,"employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Preston, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":32000,"max":40000,"currency":"GBP","period":"year","gross":null,"usd_annual":53136},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-11-12T00:22:56Z","employer_posted_date":"2026-11-12","last_verified_at":"2026-11-12T18:04:56Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"IFA Administrator | Independent Financial Planning | Hybrid | Up to £40,000\nLocation: Preston, Lancashire (Hybrid)\nOur client, a well-established and highly respected independent financial planning firm, is looking to appoint an experienced IFA Administrator to join its growing support team.\nThis is an excellent opportunity for an experienced financial services professional who enjoys delivering exceptional client service while supporting Financial Planners and Paraplanners throughout the advice process.\nWorking within a collaborative and professional environment, you'll play a vital role in ensuring clients receive a seamless experience from initial enquiry through to the implementation of financial planning recommendations.\nThe Opportunity\nAs an IFA Administrator, you'll provide comprehensive administrative support across all aspects of the financial planning process, ensuring cases are progressed efficiently, accurately and in line with FCA regulations.\nYour responsibilities will include:\nPreparing documentation for client meetings and annual reviews\nProcessing new business applications, fund switches, withdrawals and policy servicing\nLiaising with product providers, platforms and third parties to progress client cases\nManaging Letters of Authority and obtaining policy information\nMaintaining accurate client records and compliance documentation\nSupporting Financial Planners and Paraplanners with ongoing client servicing\nMonitoring outstanding business and keeping clients informed throughout the advice process\nPreparing valuation reports and client review packs\nEnsuring all documentation meets regulatory and internal compliance standards\nDelivering a first-class level of client service through telephone and email communication\nAbout You\nThe successful candidate will have:\nPrevious experience as an IFA Administrator within an Independent Financial Adviser or Wealth Management firm\nStrong knowledge of financial planning administration processes\nExperience dealing with pensions, investments and protection products\nExcellent organisational and time management skills\nOutstanding attention to detail and accuracy\nStrong communication and client relationship skills\nThe ability to manage multiple priorities in a busy environment\nA proactive and collaborative approach\nExperience using financial planning back-office systems and provider platforms would be advantageous\nWhat's on Offer\nCompetitive salary of up to £40,000, depending on experience\nHybrid working\nSupportive and collaborative team culture\nOngoing professional development opportunities\nComprehensive employee benefits package\nLong-term career progression within an established independent financial planning business\nOpportunity to work alongside experienced Financial Planners and technical specialists\nWhy Apply?\nThis is a fantastic opportunity for an experienced IFA Administrator looking to join a highly regarded financial planning firm where your experience will be recognised and your career can continue to grow.\nIf you're passionate about delivering exceptional client service and enjoy working within a professional, client-focused wealth management environment, we'd love to hear from you.\nFor a confidential discussion or to apply, please contact Maria at International Recruiters Connecting Financial Specialists (IRCFS). Our client has appointed us to manage this recruitment process, and no company details will be shared until the appropriate stage of the recruitment process. 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