Ifa financial services administrator (with training & career development) Work, Jobs in Chester, Eng (with Salaries)

IFA Administrator
HL Financial Ltd —Chester
- £25,500 - £28,500 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Organisational skills
- Free parking
Quick apply
6d
Wealth Management Administrator
RGH‑Global Limited —Liverpool
- £26,000 - £28,000 a year
- Full-time
- Hybrid work
- Customer service
- Administrative experience
- IT
- Flexible schedule

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Wealth Management Administrator
RGH‑Global Limited —Liverpool
Processing new business and liaising with relevant external administration teams. Handling client and provider enquiries via phone, email, and letter.
£26,000 - £28,000 a year

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IFA Administrator

HL Financial Ltd
Chester

Quick apply

Job details

Full-time
£25,500 - £28,500 a year
6 days ago

Benefits

Free parking
Company pension
Private medical insurance
On-site parking

Qualifications

Microsoft Word
Financial planning
Microsoft Outlook
Microsoft Office Suite
Organisational skills

Full job description

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

Quick apply

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