IFA Administrator

Description

IFA Administrator

Location: ChesterSalary: 26,000 - 30,000Hours: 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 ParaplannersManaging adviser diaries and arranging client meetingsPreparing client documentation and reportsLiaising with pension providers and life companies to gather informationHandling and responding to general client enquiriesAbout You

Previous experience within an IFA or financial services administration roleStrong IT skills, including experience with spreadsheets and databasesExcellent organisational and planning abilitiesA methodical and detail-focused approachHigh levels of integrity and professionalismWhat's in It for You?

20 days holiday + bank holidays (increasing with service)Private medical insuranceDeath in service benefit (3x salary)Company pension schemeFull support with professional industry qualificationsClear, 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.

Ad ID: 5418702773