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IFA Administrator

Job Posted: 5 hours ago

Salary: £ 26,000 - 30,000 / Annum
Job Type: Permanent
Location: Chester, Cheshire

Expire in: a month

Job Description

IFA Administrator

Location: Chester
Salary: £26,000 - £30,000
Hours: Monday to Friday, 9:00am - 5:00pmThe 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 enquiriesAbout 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 professionalismWhat'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

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.

Looking for your next career move? Join a top company hiring IFA Administrator job near me in Chester, Cheshire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!