IFA Administrator
Listed on 2026-09-25
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Administrative/Clerical
Office Administrator/ Coordinator, Business Administration -
Finance & Banking
Office Administrator/ Coordinator, Business Administration
Alderley Edge, United Kingdom | Posted on 22/09/2026
Our client is a very well respected Chartered Financial Planning firm in Alderley Edge, they are currently recruiting an experienced IFA Administrator to deal with day-to-day administration involved in servicing clients and writing new business. A large andvery important part of this role is to ensure that electronic records are immaculate and up to date,which allows our client to deliver a first-class financial planning service to clients.
The IFA Administrator will work closely with a financial planner and associate financial planner to service a defined client bank.
The job role is varied but the principal responsibilities are as follows:
- Ensure that all company processes are adhered to.
- Ensure that all communications are recorded and indexed in the document management system(SharePoint)
- Ensure immaculate and up-to-date records on the back-office system (Curo)
- Manage and maintain a task list within Curo and Outlook. Thorough notes added to track progress.
- New business processing, completing forms and submitting to financial product providers.
- Production of Annual Planning Meeting (APM) preparation pack.
- General administration and processing.
- Ask if not certain about anything – accuracy is crucial, so it’s better to take more time
Knowledge &experience
Ability to demonstrate ownership & independence in previous roles
Ability to manage own workload and prioritise work effectively
Experience of Curo and SharePoint desirable
Experience of dealing with demanding clients.
Administration experience
Ability to read, digest, assimilate information and prioritise
Eye for detail and accuracy
Excellent verbal and written communication skills
Monitoring, evaluating, and reporting
Excellent IT skills, particularly Outlook, Word & Excel Able to work within a defined business process
Able to work under pressure on occasions to achieve deadlines whilst ensuring quality of work remains at the highest standard
Act honestly and with integrity in accordance with the legal and business requirements as set out by the Company Work within the limits of your current competence and know when to request
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