IFA Administrator

IFA Administrator – Chester The rewards

• £26,000–£30,000 per annum
• 20 days holiday plus 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

• Monday to Friday, 9:00am–5:00pm

• 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 enquiries

• 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 professionalism

This role supports a team of 5 Financial Advisers within a growing financial planning firm in Chester, with clear progression routes into Paraplanning or becoming a Financial Adviser.