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IFA Senior Administrator
IFA Senior Administrator
Salary: up to £29,000 (depending on experience and qualifications)
Location: Cheshire
About The Role
We’re looking for a highly organised and experienced Senior IFA Administrator to support advisers and paraplanners in a fast-paced, client-focused environment. This role involves managing new business processing, client communications, and maintaining accurate records and documentation.
Key Responsibilities
* Support advisers and paraplanners with admin tasks
* Process new business (investments, pensions, protection)
* Prepare valuations, annual reviews, and client meeting packs
* Liaise with clients and providers via phone, email, and post
* Cover for Junior Administrator during absences
* Log and track documents, chase outstanding items
* Handle client queries and update records
* Maintain tidy and compliant client files
Requirements
* Experience in financial services or IFA environment
* Familiarity with wrap platforms and client management systems (e.g. Xplan, Adviser Office) preferred
* Excellent organisation, communication, and multitasking skills
* Strong IT skills, including Microsoft Office
* Able to work independently and as part of a team
* Ideally working towards CII Certificate level
Benefits
* 25 days holiday plus bank holidays
* Company pension scheme
* Discretionary annual bonus
* Cycle to Work scheme
* Support for CII exams and ongoing development
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Information Technology
* Industries
Staffing and Recruiting
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