IFA Administrator

ScreenedJust posted
Blackpool
£30,800/annum
Posted 1 day ago
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About the role

Job Title: IFA Administrator

Industry: Financial Services

Location: Blackpool

Salary: Up to £30,800 DOE

Reference Number: 10541

Recruit UK is working with a well-respected Wealth Management firm in Blackpool, offering an excellent opportunity for an experienced IFA Administrator to join their growing team.

As an IFA Administrator you will manage all aspects of financial services administration, including processing Letters of Authority (LOA), preparing client documentation, and liaising with providers and clients.

Responsibilities:

  • Handle new business applications and liaise with providers to ensure timely completion.
  • Prepare client appointment packs and manage adviser diaries.
  • Ensure all documentation meets FCA regulatory standards.
  • Gather data for cash flow modelling and portfolio analysis.

What’s in it for you:

  • Competitive salary up to £30,800 (depending on experience).
  • 26 days’ annual leave, increasing with length of service.
  • Auto-enrolment pension.
  • Share Incentive Plan.
  • Private Medical Insurance.
  • Death in Service (DIS) cover.
  • Income Protection.
  • Enhanced maternity leave.
  • Paid paternity leave.
  • Electric car scheme.
  • Cycle to work scheme.
  • Hyb...

About this listing

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