Ifa administrator Work, Jobs in Stoke On Trent, Sts (with Salaries)

Financial Services Administrator
Capio Recruitment Financial Planning —Macclesfield
- £28,000 - £32,000 a year
- Hybrid work
- Administrative experience
- Communication skills
1h
IFA Administrator
Recruit Wealth —Ashbourne
- £30,000 - £32,000 a year
- Microsoft Office
- Organisational skills
- Communication skills
4d

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Financial Services Administrator

Capio Recruitment Financial Planning
Macclesfield

Apply Now

Job details

Permanent
£28,000 - £32,000 a year
1 hour ago

Benefits

Company pension

Qualifications

Financial planning
Administrative experience
Communication skills

Full job description

Posted: 15/06/26 Recruiter: Capio Recruitment Financial Planning Reference: 3122912859 Type: Permanent Salary: £28,000 - £32,000 Annual Location: Macclesfield, Cheshire Description:

Financial Services Administrator

Macclesfield

£28,000 - £32,000

Hybrid Working Career Progression Supportive Team Culture 5% Pension Contributions Additional Health Benefits

An established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners.

This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience.

The Role

Acting as a key point of contact for clients, advisers and product providers
Coordinating client reviews, booking meetings and preparing documentation
Processing new business and servicing requests across pensions, investments and protection
Managing Letters of Authority, fund switches, withdrawals and provider correspondence
Maintaining accurate client records and updating back-office systems
Monitoring cases through to completion and keeping all parties updated on progress
Supporting advisers and paraplanners with the preparation and administration of client recommendations

About You

Experience within an IFA, Financial Planning or Wealth Management environment
Strong administrative and client service skills
Excellent attention to detail and organisational ability
Comfortable managing multiple cases and deadlines simultaneously
Professional communication skills, both written and verbal
Experience using XPLAN would be beneficial but is not essential

If you're looking to join a respected financial planning business where you can develop your skills and build a long-term career, we'd be pleased to hear from you.

Apply Now

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Financial Services Administrator