Job Title: IFA Administrator
Location: Chester
Salary: Up to £30,000p/a, DOE
HRGO are currently recruiting for an experienced IFA Administrator to join a small team in an established financial planning and wealth management firm offering a wide range of services to private clients, families, and businesses, based in Chester City Centre. This is a hands-on role supporting financial advisers with administrative tasks, client servicing and compliance-related processes. The successful candidate will be confident working with client records and financial administration systems.
Key Responsibilities:
- Provide comprehensive administrative support to advisers, including preparing client correspondence, meeting packs and post-meeting follow-ups
- Maintain and update client records and documentation, ensuring accuracy and compliance with regulatory requirements
- Process new business, client reviews, renewals and other transactions through the office system
- Use Intelliflo (or a similar intelligent office system) for data entry, workflow management and document storage
- Schedule appointments, manage diaries and liaise with clients and third parties (providers, solicitors, accountants)
- Produce regular MI and support compliance audits and file maintenance
- Support project work to improve administrative processes and client service
Skills & Experience Required:
- At least 2 years' experience in an IFA administration role
- Proven experience using Intelliflo or similar intelligent office systems
- Strong attention to detail and excellent organisational skills
- Good written and verbal communication skills with a professional manner when dealing with clients
- Good IT skills, including Microsoft Office (Word, Excel, Outlook)
- Understanding of FCA regulatory requirements and best practice for client file maintenance
If you are interested in this IFA Administrator role, please contact Mia at 0151 439 3051 or email [email protected]
