IFA Administrator
Chester | £25,000 – £31,000 + Benefits
At Prestige Recruitment Group, we’re partnering with a reputable Financial Planning firm based in Chester, Cheshire, to find a dedicated IFA Administrator. This permanent role is perfect for someone with experience in the financial advice sector, looking to develop their career in a supportive and professional environment.
Responsibilities
* Liaising with and supporting advisers and paraplanners to ensure smooth workflows
* Administering new business applications across investments, pensions, and protection products
* Updating systems, preparing valuations, and organising annual review documentation
* Communicating with clients, providers, and internal teams by phone, email, and post
* Processing new applications, logging cheques and policy documents, and chasing outstanding items
* Assisting with client queries, updating client valuations, and preparing files for meetings
Skills and Experience
* Proven experience as an IFA Administrator or within similar financial services roles
* Knowledge of the financial advice industry and wrap platforms is highly advantageous
* Experience with Xplan and FE Analytics is desirable
* Strong communication, organisational, and time-management skills
* Proficiency in Microsoft Office and good touch-typing skills
Joining this company means working within a close-knit team that values professional development, with benefits including a competitive salary (£25,000 - £31,000).
If you feel this role matches your experience and career goals, we encourage you to apply today.
INDP
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