IFA Administrator

IFA Administrator

• Location:
  
  Chester
• Salary: 26,000 - 30,000
• Hours:
  
  Monday to Friday, 9:00am - 5:00pm

The Opportunity

We are working with a growing and supportive financial planning firm in Chester who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services, with clear progression routes into Paraplanning or becoming a Financial Adviser.

You will be supporting a team of 5 Financial Advisers, gaining exposure to all aspects of client servicing and financial planning within a professional, friendly environment.

The Role

As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience.

Key responsibilities include:

• 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

About You

• 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

What's in It for You?

• 20 days holiday + 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

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.