Eventus Recruitment are seeking a full-time permanent IFA Administrator to join a Financial Planning business based in Warrington, Cheshire. This is a fantastic opportunity to join a supportive team and contribute to the efficient running of a successful practice. This is a hybrid working role (3 days in the office, 2 days remote working), with a salary of £30,000 – £31,000. You will benefit from 10% employer pension contribution, 28 days holiday (plus bank holidays) with the option to purchase a further 3 days, annual bonus, 4x salary death in service, option to join a private medical insurance scheme, and funded support for up to 5 exams (with a salary increase of £500 for each passed exam).

Role Responsibilities

This is a varied and rewarding job where the incoming IFA Administrator will be responsible for supporting financial advisers and the Managing Directors with administrative and operational tasks. Typical duties include:

• Providing high-level technical and administrative support to advisers and directors across multiple locations.
• Managing client queries and correspondence via phone and email.
• Ensuring accurate data input and maintenance on Intelligent Office (IO).
• Preparing client files and compliance documentation, including research, illustrations, and supporting documents.
• Ensuring all client records are complete with the necessary identification and forms.
• Processing applications and tracking their progress with providers and clients.
• Managing adviser diaries and client appointments.
• Assisting in the management and development of client relationships.
• Promoting services and generating referrals.
• Supporting clients in understanding the full range of services and gathering client feedback.
• Supporting the Valuations team with valuations when required.
• Contributing to ad-hoc project work and operational support.

Person Specification

The successful IFA Administrator will be an experienced and detail-oriented individual with a passion for delivering high-quality support. The essential skills and qualities include:

• Previous experience in financial services or a similar professional office environment.
• Understanding of relevant regulation and compliance requirements.
• Progress toward or interest in professional qualifications (e.g., FPC, Diploma) is advantageous.
• Excellent communication and rapport-building skills.
• Strong organisational and time management abilities.
• Competent IT skills, including Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Ability to work both independently and as part of a team.
• High level of discretion, professionalism, and a proactive attitude.

Benefits and Rewards

This Warrington-based IFA Administrator job comes with a highly competitive benefits package. In addition to hybrid and remote working flexibility, the incoming professional will enjoy:

• £30,000 – £32,000 salary
• Hybrid working – 3 days in the office and 2 days remote working from home
• 10% employer pension contribution
• 28 days holiday plus bank holidays, with an option to purchase 3 additional days
• Annual bonus scheme
• 4x salary death in service benefit
• Option to join private medical insurance
• Exam support – funding for revision materials and first exam sittings (up to 5 exams), with £500 salary increase per exam passed (up to £2,500 potential increase)

About the Company

This established Financial Planning business based in Warrington with a reputation for excellence and integrity, the business supports a wide client base and is known for delivering tailored, holistic financial advice. The team fosters a collaborative culture, focused on client satisfaction and long-term relationships, with an emphasis on staff development and support. This is an ideal opportunity for an experienced IFA Administrator or Financial Services Administrator seeking long-term career growth in a reputable firm.

Next Steps

Apply now if your skills and experience align with this 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.