Eventus Recruitment are seeking a Financial Planning / IFA Administrator to join a thriving Financial Planning business based in St Helens, Merseyside. This full-time, permanent Financial Planning Administrator job offers an excellent salary of £27,000 – £28,000, working Monday to Friday, 9am – 5pm. This is an outstanding opportunity for an experienced Financial Planning professional to join a modern and supportive team with clear progression routes into Paraplanning or Financial Planning. Located in the heart of St Helens, this business offers hybrid working and remote working options, full study support, enhanced benefits, and a highly collaborative environment. With ongoing business growth, this appointment is being made to strengthen their administrative capability and support continued expansion.

Job Responsibilities

This Financial Planning Administrator job will involve delivering high-quality administrative and technical support to the hiring company’s Financial Planners, IFAs and Paraplanners, ensuring the smooth running of client service and day-to-day operations. Duties within this IFA Administrator job 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 incoming Financial Planning / IFA Administrator will bring previous experience in a similar Financial Planning Administration job, along with strong organisational skills and a proactive approach. The hiring company seeks someone who can thrive in a busy, client-focused environment and contribute positively to the wider team. Key qualities include:

• Quick learner with excellent attention to detail.
• High sensitivity to data and accuracy.
• Strong work ethic and a positive approach.
• Team-oriented but confident working independently.
• Enjoys delivering client-focused service in a busy environment.
• Organised, adaptable, and responsive to a fast-paced setting.
• Proactive, with strong initiative and problem-solving ability.
• Willingness to learn and progress 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 benefit from a superb package designed to support development, well-being, and long-term career growth. This includes:

• Competitive base salary with generous on-target earnings.
• Hybrid working and remote working options.
• 26 days holiday plus bank holidays (rising to 30 days with service).
• Option to buy or sell holiday days.
• Birthday additional day off.
• Group Life Scheme (x4 salary).
• Profit Share Bonus (5% of salary)
• Private Medical Insurance.
• Excellent salary sacrafice company pension scheme.
• Enhanced sick pay.
• Free parking.
• Flexible working arrangements.
• Full study support (e.g., CII qualifications).
• Regular team and social events.
• Outstanding internal career progression opportunities.

About the Company

The employer is a highly respected Financial Planning business based in St Helens, Merseyside, offering comprehensive advice across retirement planning, investments, tax and inheritance tax planning, mortgages, and corporate financial planning. Known for its commitment to staff development, the hiring company provides structured mentoring, study support, and clear pathways for progression into Paraplanning or Financial Planning. Their modern and supportive culture prioritises professional development, collaboration, and maintaining the highest standards of client service. This is an excellent opportunity for someone seeking long-term growth within a fast-paced and forward-thinking Financial Planning environment.

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.