{"id":4117203,"url":"https://alion.io/job/ircfs-ifa-administrator","title":"IFA Administrator","company":{"id":4420582,"name":"IRCFS","domain":"ircfs.com","url":"https://alion.io/company/ircfs","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Manatal","truth_index":null},"role":"Administrative","role_family":"Administrative","seniority":"junior","employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Lytham St Annes, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":27000,"max":28000,"currency":"GBP","period":"year","gross":null,"usd_annual":37195},"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-11-12T00:22:56Z","employer_posted_date":"2026-11-12","last_verified_at":"2026-11-12T00:22:56Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"Financial Services Administrator | IFA Experience Essential | Hybrid | Up to £28,000\nLocation: Lytham St Annes (Hybrid)\nOur client, a well-established and highly respected independent financial planning firm, is looking to appoint an experienced Financial Services Administrator to join its growing support team.\nThis is an excellent opportunity for someone with previous Independent Financial Adviser (IFA) administration experience who enjoys providing exceptional client service while supporting Financial Planners and Paraplanners in delivering first-class financial planning solutions.\nWorking within a collaborative and professional environment, you'll become an integral part of the client journey, ensuring every case is managed accurately, efficiently and in line with regulatory requirements.\nThe Opportunity\nAs a Financial Services Administrator, you'll provide comprehensive administrative support throughout the financial planning process while maintaining exceptional standards of client care and compliance.\nYour responsibilities will include:\nPreparing documentation and portfolio valuations for client review meetings\nSupporting Financial Planners and Paraplanners with the administration of new and existing client cases\nProcessing new business applications, policy servicing and review work within agreed timescales\nMaintaining accurate client records and compliance documentation\nLiaising with clients, providers and third parties to manage ongoing case progression\nResponding to client enquiries in a professional and timely manner\nEnsuring all administration complies with FCA and internal regulatory standards\nWorking collaboratively with the wider financial planning team to deliver an outstanding client experience\nAbout You\nThe successful candidate will have:\nA minimum of two years' experience within an Independent Financial Adviser (IFA) administration role(essential)\nExperience administering pensions, investments and wealth management products\nStrong knowledge of financial planning administration processes\nExcellent organisational and time management skills\nOutstanding attention to detail and accuracy\nStrong written and verbal communication skills\nThe ability to manage multiple priorities within a busy office environment\nA proactive, positive and team-focused approach\nGood working knowledge of Microsoft Office applications\nExperience using financial planning back-office systems and investment platforms would be advantageous\nWhat's on Offer\nCompetitive salary of up to £28,000, depending on experience\nHybrid working to support work-life balance\nSupportive and collaborative team environment\nOngoing professional development opportunities\nComprehensive employee benefits package\nLong-term career progression within a growing financial planning business\nWhy Apply?\nThis is an excellent 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 develop.\nIf you're passionate about delivering outstanding client service, thrive in a busy financial planning environment, and want to be part of a professional and supportive team, we'd love to hear from you.\nFor a confidential discussion or to apply, please contact International Recruiters Connecting Financial Specialists (IRCFS). 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