Financial Planning Administrator
 Pensions and Retirement
 Merseyside
£27,000 - £28,000

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IFA Administrator

Ref: 2009| Posted: 7th Aug 2025

Eventus Recruitment are seeking a full-time, permanent Financial Planning / IFA Administrator to join a thriving Financial Planning business based in St Helens, Merseyside. This is a full-time, office-based role offering a competitive salary of £27,000 – £28,000. Working hours are 9am – 5pm, and you will benefit from 23 days holiday (rising to 28), your birthday off, free parking, study support, excellent progression opportunities and company pension. This is a fantastic opportunity for a Financial Planning professional to join a modern, fast-paced and supportive team with clear routes for development into Paraplanning or Financial Planning roles.

Role Responsibilities

This is a superb opportunity to join a well-established Financial Planning firm with a strong reputation in the marketplace. As a Financial Planning Administrator, you will provide vital administrative support to the firm’s Paraplanners, IFAs and Financial Planners. Your day-to-day responsibilities will include:

  • Delivering a consistently high-quality client experience

  • Preparing client meeting packs and documentation

  • Supporting and completing Letters of Authority (LOA) processes

  • Submitting, loading, and chasing new business to completion

  • Maintaining accurate data input across internal systems

  • Handling incoming and outgoing calls to clients, providers, and contractors

  • Producing and sending client correspondence

  • Managing workflow and Info Inbox tasks

  • Supporting the upkeep of professional office standards and ad-hoc premises tasks

  • Liaising with providers and relevant third parties

  • Following up on all client requirements to ensure full resolution

  • Adhering to FCA and Financial Services and Markets Act 2000 regulations

  • Updating business logs using internal CRM systems

  • Managing general incoming enquiries

Person Specification

The successful Financial Planning / IFA Administrator will bring previous experience in a similar Financial Planning Administration role and demonstrate the following:

  • Quick learner with excellent attention to detail

  • High sensitivity to data and accuracy

  • Strong work ethic and positive approach to the role

  • Team player with the ability to work independently

  • Enjoys delivering client-focused service in a busy environment

  • Organised, adaptable, and responsive to a fast-paced setting

  • Proactive with a strong sense of initiative

  • Willingness to learn and grow within the business

  • Clear career progression support is available for those wishing to move into Paraplanning or Financial Planning

Benefits and Rewards

The incoming Financial Planning Administrator will be rewarded with an excellent benefits package and genuine prospects for progression, including:

  • Competitive basic salary of £27,000 – £28,000

  • 23 days holiday (rising to 28) plus bank holidays

  • Birthday off as an additional day

  • Study support (e.g. for CII, LIBF qualifications)

  • Death in service benefit (after 12 months)

  • Free on-site parking

  • Regular team and social events

  • Company pension scheme

  • Outstanding internal career progression opportunities

About the Company

A well-established Financial Planning firm located in St Helens, Merseyside, this business specialises in retirement planning, investments, tax and inheritance tax planning, mortgages, and corporate financial advice. Known for their strong employee focus, they support staff at all levels with structured career development, mentoring, and professional qualification support to help them reach their full potential.

Next Steps

Apply now if your skills and experience align with this Financial Planning / IFA Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Group via email at duncan.mcilroy@eventusfinance.com or phone 07950 472 004 for a confidential discussion.

If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career.

The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.