IFA Administrator
Chester | Hybrid Working £28,000 – £32,000 + Benefits
We’re recruiting on behalf of a well-established and growing financial planning firm seeking an experienced IFA Administrator to join their supportive team in Chester.
This is an excellent opportunity for an administrative professional with experience in financial services who is looking to develop their career within a respected wealth management environment. The successful candidate will play a key role in supporting Financial Advisers, delivering exceptional client service, and ensuring the smooth processing of new and existing business.
The Role
As an IFA Administrator, you will be responsible for providing comprehensive administrative support to advisers throughout the client journey. You will work closely with colleagues across the business to ensure client cases are processed efficiently, accurately, and in line with regulatory requirements.
Key duties will include:
- Supporting advisers with client meeting preparation and review documentation
- Preparing client reports and associated paperwork
- Processing new business, top-ups, fund switches and investment transactions
- Managing Letters of Authority and provider correspondence
- Updating and maintaining accurate client records using back-office systems
- Producing annual review packs and assisting with review report preparation
- Liaising with product providers regarding client policies and transactions
- Handling client and provider enquiries via telephone and email
- Ensuring all compliance and regulatory documentation is completed accurately
- Supporting the wider administration team with day-to-day operational activities
About You
To be considered, you should have:
- Previous experience in an IFA Administration, Financial Planning Administrator, Wealth Management Administrator or Financial Services Administration role
- Experience processing new business and supporting advisers
- Strong organisational skills and exceptional attention to detail
- Excellent communication skills, both written and verbal
- Good working knowledge of provider platforms
- Strong IT skills and the ability to learn new systems quickly
- A proactive and team-focused approach to work
Desirable Experience
- Experience using Intelligent Office / Intelliflo Office
- Previous experience within an Independent Financial Adviser or Wealth Management environment
- Knowledge of pensions, investments and protection products
What’s on Offer?
- Salary of £28,000 – £32,000
- Hybrid working arrangement
- Supportive and collaborative team environment
- Opportunity to develop your career within a growing financial planning business
- Comprehensive benefits package
If you’re an organised and client-focused administrator looking to build your career within wealth management, we’d love to hear from you.