IFA Administrator - Chester
The rewards
- £26,000–£30,000 per annum
- 20 days holiday plus 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
Hours
- Monday to Friday, 9:00am–5:00pm
The role of IFA Administrator:
- 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 enquiries
The ideal IFA Administrator:
- 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 professionalism
This role supports a team of 5 Financial Advisers within a growing financial planning firm in Chester, with clear progression routes into Paraplanning or becoming a Financial Adviser.
