IFA Administrator
Job Reference: MT2105
Financial Services, Chester, Cheshire £28000 - £30000 per annum, Permanent
HRGO are currently recruiting for an experienced IFA Administrator to join a small team in an established financial planning and wealth management firm offering a wide range of services to private clients, families, and businesses, based in Chester City Centre. This is a hands‑on role supporting financial advisers with administrative tasks, client servicing and compliance‑related processes. The successful candidate will be confident working with client records and financial administration systems.
Key Responsibilities
* Provide comprehensive administrative support to advisers, including preparing client correspondence, meeting packs and post‑meeting follow‑ups
* Maintain and update client records and documentation, ensuring accuracy and compliance with regulatory requirements
* Process new business, client reviews, renewals and other transactions through the office system
* Use Intelliflo (or a similar intelligent office system) for data entry, workflow management and document storage
* Schedule appointments, manage diaries and liaise with clients and third parties (providers, solicitors, accountants)
* Produce regular MI and support compliance audits and file maintenance
* Support project work to improve administrative processes and client service
Skills & Experience Required
* At least 2 years' experience in an IFA administration role
* Proven experience using Intelliflo or similar intelligent office systems
* Strong attention to detail and excellent organisational skills
* Good written and verbal communication skills with a professional manner when dealing with clients
* Good IT skills, including Microsoft Office (Word, Excel, Outlook)
* Understanding of FCA regulatory requirements and best practice for client file maintenance
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