IFA Administrator

Knutsford, United Kingdom | Posted on 05/02/2026

Salary - £27,000 - £30,000 based on experience

Location – WA16

Our client is redefining what it means to be a leader in wealth management and financial advice. Since their founding in 2016, they have been on a mission to help individuals across the UK navigate their financial futures with confidence, advising on over £1 billion of pensions. They are currently recruiting an experienced Adviser Support Administrator/ Financial Planning Administrator to join their growing team based at their head office in Knutsford, Cheshire.

The successful candidate will have the opportunity to work in a supportive environment for continual learning. All technical qualification and training costs are met by the company.

You will have the opportunity to be part of a team delivering truly great financial planning advice to their interesting and varied range of clients, working closely with all the financial planners and paraplanners.

• Administration experience in a financial planning company for at least two years.
• Experience in processing authority letters and gathering data about a client s investments, pensions and life assurance policies.
• Understanding of financial transactions including those related to investments, insurance policies, sales, fund switches, withdrawals.
• Financial administration qualifications would be advantageous.
• Comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment platforms.

• Processing authority letters, gathering financial data for new clients and annual reviews.
• Preparing application forms and client documentation.
• Processing financial transactions on platforms.
• Preparing client reviews, including gathering financial data, updating goals information and setting up meetings.
• Dealing with the post, emails and any correspondence relating to clients or their financial situation.
• Providing administrative support to the financial planners and paraplanners as required.
• Supporting clients with administrative queries and communication as required.