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IFA Administrator

Job Posted: 4 days ago

Salary: £ 28,000 - 35,000 / Annum
Job Type: Permanent
Location: Chester, Cheshire West and Chester

Expire in: 24 days

Job Description

IFA Administrator

Proactive Personnel are currently recruiting for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for a detail-oriented individual with strong technical knowledge and a proactive approach to supporting Advisers while delivering a first-class client experience.

Key Responsibilities:

  * Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey.

  * Prepare client packs, valuations, meeting documentation, and review paperwork.

  * Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently.

  * Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries.

  * Maintain accurate client records and update the CRM system in line with internal procedures.

  * Support annual review processes and ongoing servicing requirements.

  * Assist with compliance and file checking to ensure records meet FCA and internal standards.

  * Communicate professionally with clients, providers, and colleagues to ensure a smooth and positive experience.

About You:

  * Previous experience in an IFA Administrator, Wealth Management Administrator, or similar financial services support role.

  * Strong understanding of pensions, investments, protection products, and financial planning administration.

  * Knowledge of FCA and compliance requirements within a regulated environment.

  * Excellent organisational skills with the ability to manage multiple cases and deadlines.

  * Strong attention to detail with a methodical and accurate approach to work.

  * Confident written and verbal communication skills.

  * Advanced working knowledge of iO / Intelligent Office / Intelliflo CRM is essential.

  * Working towards or interested in professional qualifications would be advantageous.

What’s on Offer:

  * Competitive salary of £28,000 - £35,000, depending on experience.

  * Supportive and collaborative team environment.

  * Opportunities for professional development and career progression.

  * Study support for relevant industry qualifications, where applicable.

  * Paid city centre car parking, a discretionary annual bonus, and 25 days' holiday plus bank holidays.

  * Monday to Friday, 09:00 – 17:00 (1-hour unpaid lunch break)

Before You Apply

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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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