Open role
IFA Administrator
- Aggregated by CV-Library
- Chester, Cheshire
- Permanent
- Full Time
- £26,000 - £30,000 Per Annum
Job Description
IFA Administrator
Location: Chester
Salary: £26,000 - £30,000
Hours: Monday to Friday, 9:00am - 5:00pmThe Opportunity
We are working with a growing and supportive financial planning firm in Chester who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services, with clear progression routes into Paraplanning or becoming a Financial Adviser.
You will be supporting a team of 5 Financial Advisers, gaining exposure to all aspects of client servicing and financial planning within a professional, friendly environment.
The Role
As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience.
Key responsibilities include:
Providing administrative support to Financial Advisers and Paraplanners
Managing adviser diaries and arranging client meetings
Preparing client documentation and reports
Liaising with pension providers and life companies to gather information
Handling and responding to general client enquiriesAbout You
Previous experience within an IFA or financial services administration role
Strong IT skills, including experience with spreadsheets and databases
Excellent organisational and planning abilities
A methodical and detail-focused approach
High levels of integrity and professionalismWhat's in It for You?
20 days holiday + bank holidays (increasing with service)
Private medical insurance
Death in service benefit (3x salary)
Company pension scheme
Full support with professional industry qualifications
Clear, supported career progression within financial planning
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
Location: Chester
Salary: £26,000 - £30,000
Hours: Monday to Friday, 9:00am - 5:00pmThe Opportunity
We are working with a growing and supportive financial planning firm in Chester who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services, with clear progression routes into Paraplanning or becoming a Financial Adviser.
You will be supporting a team of 5 Financial Advisers, gaining exposure to all aspects of client servicing and financial planning within a professional, friendly environment.
The Role
As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience.
Key responsibilities include:
Providing administrative support to Financial Advisers and Paraplanners
Managing adviser diaries and arranging client meetings
Preparing client documentation and reports
Liaising with pension providers and life companies to gather information
Handling and responding to general client enquiriesAbout You
Previous experience within an IFA or financial services administration role
Strong IT skills, including experience with spreadsheets and databases
Excellent organisational and planning abilities
A methodical and detail-focused approach
High levels of integrity and professionalismWhat's in It for You?
20 days holiday + bank holidays (increasing with service)
Private medical insurance
Death in service benefit (3x salary)
Company pension scheme
Full support with professional industry qualifications
Clear, supported career progression within financial planning
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age