IFA Administrator
Senior IFA Administrator – Chester We are currently working with a long-standing and highly reputable financial planning firm in Chester that is looking to strengthen its support team with the addition of an experienced Senior IFA Administrator.
This opportunity would suit someone with previous experience within an IFA or wealth management environment who is looking for a firm that offers stability, genuine career development and a positive working culture.
The business itself has an excellent reputation within the market and a very low staff turnover, with a number of employees having progressed internally over the years. Having recruited into this firm before, I have seen first-hand how supportive the environment is and how well staff are looked after.
Responsibilities • Supporting Financial Advisers with pensions, investments and protection business
- Managing cases from submission through to completion
- Liaising with providers and clients on a daily basis
- Preparing documentation and maintaining accurate records
- Assisting with the ongoing servicing of existing clients
- 8% employer pension contribution
- Private healthcare
- Free parking
- Full support towards Level 4 qualifications
- Hybrid working flexibility
- Clear internal progression routes
- Experienced career IFA Administrators
- Individuals hoping to move into Paraplanning in the future
Candidate Requirements • Minimum of 2 years’ experience within IFA Administration
- Strong understanding of financial planning processes
- Organised and detail-oriented approach
- Confident communication skills
- Professional and team-focused mindset
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