Ifa administrator Work, Jobs in Willaston, Chs (with Salaries)

IFA Administrator
Venn Wealth Management —Chester
- £28,000 - £35,000 a year
- Financial services
- Communication skills
22h
Financial Administrator
GCB Recruitment —Chester
- £28,000 - £32,000 a year
- Monday to Friday
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Flexible schedule
1d

More jobs to discover

Find similar jobs that you might be interested in.

Payroll & Finance Data Administrator
R J Lifts Group Ltd —Stoke-on-Trent
This position involves timesheet data entry & review, vehicle tracker investigations, and sales invoicing. Assist in processing of sales invoices.
£24,784 - £25,993 a year
Quick apply
HR Administrator
ICE Creates —Birkenhead
Mentorship: Participate in regular 1-2-1 mentoring sessions with the HR Lead to discuss career progression and professional growth.
£26,227.50 a year
Quick apply

I want to receive the latest job alerts for ifa administrator in willaston, chs

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

ifa administrator jobs near willaston, chs

Administrator jobs in Chester

Part Time Administrator jobs in Chester

Financial Administrator jobs in Richmond

Financial Crime jobs in Edinburgh

Financial Administrator jobs in Warwick Cv34

Part Time Administrator jobs in Kingston Upon Hull

Administrator jobs in Rochdale

Financial Administrator jobs in Bridgend

Financial Administrator jobs in Peterborough

Part Time Administrator jobs in Newcastle Upon Tyne

Administrator jobs in Canary Wharf

Administrator jobs in Hounslow

Administrator jobs in Barking And Dagenham

Administrator jobs in Maidstone

Part Time Administrator jobs in Taunton

Part Time Administrator jobs in Hemel Hempstead

Administrator jobs in Rugby

IFA Administrator

Venn Wealth Management
Chester

Apply Now

Job details

Permanent
£28,000 - £35,000 a year
22 hours ago

Qualifications

Financial planning
Pension
Financial services
Communication skills

Full job description

Posted: 12/06/26 Recruiter: Venn Wealth Management Reference: 3121640203 Type: Permanent Salary: £28,000 - £35,000 Annual Location: Chester, Cheshire Description:

Experienced IFA Administrator

We are looking for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience.

Key Responsibilities:

Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey.
Prepare client packs, valuations, meeting documentation, and review paperwork.
Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently.
Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries.
Maintain accurate client records and update the CRM system in line with internal procedures.
Support annual review processes and ongoing servicing requirements.
Assist with compliance and file checking to ensure records meet FCA and internal standards.
Communicate professionally with clients, providers, and colleagues to ensure a smooth and positive experience.

About You:

Previous experience in an IFA Administrator, Wealth Management Administrator, or similar financial services support role.
Strong understanding of pensions, investments, protection products, and financial planning administration.
Knowledge of FCA and compliance requirements within a regulated environment.
Excellent organisation skills with the ability to manage multiple cases and deadlines.
Strong attention to detail and a methodical, accurate approach to work.
Confident written and verbal communication skills.
Advanced working knowledge of iO / Intelligent Office / Intelliflo CRM is essential.
Working towards or interested in professional qualifications would be advantageous.

What We Offer:

Competitive salary of £28,000 - £35,000, depending on experience.
Supportive and collaborative team environment.
Opportunities for professional development and career progression.
Study support for relevant industry qualifications, where applicable.
Paid city centre car parking, a discretionary annual bonus, and 25 days' holiday plus bank holidays.

If you are an organised and experienced IFA Administrator, looking to join a growing financial planning business where you can have a real input, we would love to hear from you! Please apply with your CV outlining your relevant experience.

Apply Now

Refine Your Search

ifa administrator jobs in willaston, chs

IFA Administrator

Financial Administrator

More jobs to discover

I want to receive the latest job alerts for ifa administrator in willaston, chs

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected