IFA Administrator

IFA Administrator

Chester
Monday to Friday, 9am - 5:30pm
£25,000 - £32,000 (dependant on experience)
Excellent benefits

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.

Key responsibilities include:

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
Why Join?

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

Competitive salary based on experience
25 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