We’re looking for a motivated and detail‑driven IFA Administrator to join our growing financial planning team in Chester. This is an ideal role for someone who enjoys organisation, client service, and being at the heart of a busy advisory practice. If you’re ambitious, eager to learn, and looking for a long‑term career path in financial services, you’ll fit right in.
The Role
You’ll support our advisers with all aspects of client administration, ensuring the smooth running of the advice process from initial enquiry through to ongoing service. Your work will directly contribute to delivering an exceptional client experience.
Key Responsibilities
- Managing client records and workflows using Intelligent Office or an equivalent back‑office system
- Preparing and processing new business, valuations, and review packs
- Liaising with providers and platforms (e.g., Aviva, Quilter, etc.) to obtain policy information and updates
- Maintaining accurate documentation and compliance records
- Supporting advisers with meeting preparation and follow‑up
- General administrative duties across the team
Skills & Experience
- Experience with Intelligent Office or similar financial planning back‑office systems is preferred
- Confident using the Microsoft Office Suite (Word, Excel, Outlook)
- Familiarity with financial platforms and provider portals
- Strong attention to detail and excellent organisational skills
- Clear communication and a proactive approach
- Experience is beneficial but not essential – full training will be provided
Career Development
We’re committed to helping you grow. Candidates who are keen to progress through professional training and exams (e.g., R0 exams) will be fully supported. This role offers a genuine pathway into paraplanning or advisory positions for those who want to advance.
Benefits
- Private medical cover
- Annual bonuses
- On‑site parking
- Matched pension scheme
- Support with exams and professional development
- A friendly, supportive team environment
If you’re ready to build a rewarding career in financial services and want to join a firm that invests in your future, we’d love to hear from you
Pay: £25,500.00-£28,500.00 per year
Benefits:
- Company pension
- Free parking
- Private medical insurance
Work Location: In person
