IFA Administrator

IFA Administrator

Job Reference: MT2105

Financial Services, Chester, Cheshire £28000 - £30000 per annum, Permanent

HRGO are currently recruiting for an experienced IFA Administrator to join a small team in an established financial planning and wealth management firm offering a wide range of services to private clients, families, and businesses, based in Chester City Centre. This is a hands‑on role supporting financial advisers with administrative tasks, client servicing and compliance‑related processes. The successful candidate will be confident working with client records and financial administration systems.

• Provide comprehensive administrative support to advisers, including preparing client correspondence, meeting packs and post‑meeting follow‑ups
• Maintain and update client records and documentation, ensuring accuracy and compliance with regulatory requirements
• Process new business, client reviews, renewals and other transactions through the office system
• Use Intelliflo (or a similar intelligent office system) for data entry, workflow management and document storage
• Schedule appointments, manage diaries and liaise with clients and third parties (providers, solicitors, accountants)
• Produce regular MI and support compliance audits and file maintenance
• Support project work to improve administrative processes and client service

• At least 2 years' experience in an IFA administration role
• Proven experience using Intelliflo or similar intelligent office systems
• Strong attention to detail and excellent organisational skills
• Good written and verbal communication skills with a professional manner when dealing with clients
• Good IT skills, including Microsoft Office (Word, Excel, Outlook)
• Understanding of FCA regulatory requirements and best practice for client file maintenance