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IFA Administrator

Job Posted: 21 days ago

Salary: £ Competitive
Job Type: Permanent
Location: Cheshire

Expire in: 6 days

Job Description

IFA Administrator / Financial Planning Administrator

Location: Chester Hours: Monday-Friday, 9am-5pm (35 hours per week)

Search is working with a respected and long‑established financial planning firm in Chester to appoint an experienced IFA Administrator. This is an excellent opportunity for someone who already understands the demands of supporting financial advisers and delivering a seamless client experience.

We're looking for someone with previous experience in an IFA, wealth management, or financial planning environment, ideally with hands‑on involvement in new business processing, client servicing, and adviser support.

The Role

As an IFA Administrator, you'll play a key role in ensuring advisers and clients receive efficient, accurate and proactive support. Your responsibilities will include:

Processing new business across pensions, investments, protection, and mortgage products

Managing ongoing client servicing tasks including switches, rebalances, withdrawals, and policy updates

Liaising with providers to obtain valuations, policy information and resolve queries

Preparing client correspondence, maintaining records, and ensuring compliance standards are met

Handling incoming post, emails, and general administrative duties

Providing reception cover and welcoming clients when required

What's in it for you?

You'll be joining a friendly, knowledgeable team that values professional development and long‑term career growth. Benefits include:

Competitive salary aligned to experience

20 days holiday + bank holidays

Annual pay reviews with performance‑linked increases

Standard hours 9am-5.30pm with flexibility when needed

Group pension scheme

Excellent training and clear progression pathways

Full sponsorship for financial services qualifications (e.g., R0 exams)

Study days for relevant exams

Access to free financial advice

Cycle to Work Scheme

Regular company social events

If this opportunity sounds like the right fit for you, please get in touch and send your CV to (url removed) to discuss the role in more detail.

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

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

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