Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowFirst seen 4 days ago

IFA Administrator

RGH-Global Limited607 open roles

Pay
£25,000 – £30,000 a year
Where
Liverpool, United Kingdom
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowIFA AdministratorRGH-Global Limited · Liverpool, United Kingdom

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on RGH-Global Limited's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 57.8%60 days
This job: first seen 4 days ago

The posting

IFA Administrator

Location: Liverpool (Office based)

Salary: £25,000 - £30,000 dependent on experience

Overview

A highly regarded financial planning firm is seeking an organised and client-focused IFA Administrator to join its growing team. This position is ideal for someone who enjoys bringing structure to a busy environment and plays a key role in supporting the delivery of high-quality financial advice.

This is more than a processing role, your work will directly contribute to a smooth, positive client experience. You'll be a crucial connection between advisers, paraplanners, clients, and providers, helping ensure each stage of the advice journey is handled with care and precision.

The Role

As an IFA Administrator, you'll be responsible for keeping cases moving efficiently, maintaining accurate records, and managing essential tasks across investments, pensions, and protection. You will often be the first point of contact for client queries, making professionalism and excellent communication essential.

This is a hands-on position where your contribution will make a visible impact across the team. You'll provide the administrative backbone that supports advisers and ensures that clients receive timely, accurate, and well-presented information.

You'll Thrive in This Role If You:

  • Enjoy maintaining order and structure in a fast-paced environment
  • Take pride in completing tasks accurately and on time
  • Are proactive in spotting potential issues and resolving them early
  • Want to be part of a team that values quality, consistency, and client care
  • Feel motivated knowing your work contributes directly to client outcomes
  • Appreciate responsibility and working with autonomy

Key Responsibilities

  • Managing client and provider queries with professionalism and urgency
  • Maintaining and updating client records, valuations, and documentation
  • Processing fund switches, transfers, withdrawals, and provider instructions
  • Assisting with the implementation of investment, pension, and financial planning recommendations
  • Preparing client review packs, correspondence, and suitability documents
  • Ensuring back-office systems remain accurate, compliant, and well organised
  • Coordinating effectively with advisers, paraplanners, and external providers

What Good Performance Looks Like

  • Staying on top of tasks without needing reminders
  • Communicating clearly and raising issues early
  • Working quickly while maintaining exceptional accuracy
  • Remaining calm, friendly, and client-focused in all interactions
  • Being viewed by colleagues as dependable and detail-oriented

What You'll Bring

  • Minimum of 1 years experience in an IFA or financial services administration role
  • Understanding of investment and pension processes
  • Competence using industry systems (e.g., back-office platforms, provider portals) and Microsoft Office
  • Strong written and verbal communication skills
  • An organised, structured mindset with a commitment to client service

Benefits

  • Salary up to £30,000 depending on experience
  • 33 days annual leave including Bank Holidays
  • Employer pension contribution
  • Full support for exams and professional development
  • Friendly, values-led working environment
  • Opportunities to progress as the firm continues to expand
From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against RGH-Global Limited's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on RGH-Global Limited's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    RGH-Global Limited's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.