IFA Administrator – Chester
The rewards
* £26,000–£30,000 per annum
* 20 days holiday plus bank holidays (increasing with service)
* Private medical insurance
* Death in service benefit (3x salary)
* Company pension scheme
* Full support with professional industry qualifications
* Clear, supported career progression within financial planning
Hours
* Monday to Friday, 9:00am–5:00pm
The role of IFA Administrator
* Providing administrative support to Financial Advisers and Paraplanners
* Managing adviser diaries and arranging client meetings
* Preparing client documentation and reports
* Liaising with pension providers and life companies to gather information
* Handling and responding to general client enquiries
The ideal IFA Administrator
* Previous experience within an IFA or financial services administration role
* Strong IT skills, including experience with spreadsheets and databases
* Excellent organisational and planning abilities
* A methodical and detail-focused approach
* High levels of integrity and professionalism
This role supports a team of 5 Financial Advisers within a growing financial planning firm in Chester, with clear progression routes into Paraplanning or becoming a Financial Adviser.
#J-18808-Ljbffr