Job Description
Job Title: IFA Administrator
Location: Knutsford
Salary: £27,000–£29,000
Benefits: Flexi-time, exam support, hybrid working after probation
Role Summary:
This is a varied and fast-paced role ideal for someone with provider-side or financial planning admin experience who’s ready for more involvement and future development. You'll join a supportive team with room to grow into paraplanning or advising. The company offers flexi-time, exam support, and hybrid working after probation.
Key Responsibilities:
* Liaise with clients and providers: Be the trusted point of contact across cases
* Rebalance portfolios and action adviser instructions: Keep processes smooth and compliant
* Support paraplanners and planners: Gain exposure to the full advice journey
* Handle day-to-day admin: Be part of a knowledgeable, close-knit operations team
Requirements:
* Background in financial services admin, provider side experience welcomed
* Comfortable with platforms and investment processes
* Strong communicator who can liaise professionally with clients and colleagues
* Positive attitude and willingness to grow within a developing business
Apply Now !