Financial Planning Administrator

Overview

• Chester
• Monday to Friday, 9am - 5pm (35 hours per week)
• £28,000 - £32,000 (dependant on experience)

Search is partnering with a well-established financial planning business in Chester to recruit an experienced IFA Administrator.

The ideal candidate will have previous experience within an administrative support role within the financial services industry (previous experience within an IFA Administration role would be advantageous).

As an IFA Administrator, you will provide vital support to ensure their clients and colleagues receive a high-quality experience.

• Processing new business (pensions, investments, mortgages, and life products)
• Managing client servicing requests such as switches, rebalances and withdrawals
• Handling policy enquiries
• General administration including post, typing and client correspondence
• Reception and telephone duties as required
• Meeting and greeting clients

You'll be joining a supportive, professional team that genuinely invests in your development. Benefits include:

• Competitive salary based on experience
• 20 days holiday + bank holidays
• Annual pay reviews with performance‑linked increases
• 9am-5.30pm with access to flexible working when needed
• Group pension scheme
• Excellent training and progression pathways
• Full sponsorship for financial services qualifications
• Study days for relevant exams
• Access to free financial advice
• Cycle to Work Scheme
• Regular company social events

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.