Alderley Edge, United Kingdom | Posted on 08/06/2026
Our client is a very well respected Chartered Financial Planning firm in Alderley Edge, they are currently recruiting an experienced IFA Administrator to deal with day-to-day administration involved in servicing clients and writing new business. A large and very important part of this role is to ensure that electronic records are immaculate and up to date, which allows our client to deliver a first-class financial planning service to clients. The IFA Administrator will work closely with a financial planner and associate financial planner to service a defined client bank.
Responsibilities
* Ensure that all company processes are adhered to.
* Ensure that all communications are recorded and indexed in the document management system (SharePoint).
* Ensure immaculate and up-to-date records on the back-office system (Curo).
* Manage and maintain a task list within Curo and Outlook and add thorough notes to track progress.
* Process new business: completing forms and submitting to financial product providers.
* Produce Annual Planning Meeting (APM) preparation pack.
* General administration and processing.
* Ask if not certain about anything – accuracy is crucial, so it’s better to take more time.
Knowledge & Experience
* Ability to demonstrate ownership & independence in previous roles.
* Ability to manage own workload and prioritise work effectively.
* Experience of Curo and SharePoint desirable.
* Experience of dealing with demanding clients.
* Administration experience.
Skills
* Ability to read, digest, assimilate information and prioritise.
* Eye for detail and accuracy.
* Excellent verbal and written communication skills.
* Monitoring, evaluating, and reporting.
* Excellent IT skills, particularly Outlook, Word & Excel.
* Ability to work within a defined business process.
* Ability to work under pressure on occasions to achieve deadlines whilst ensuring quality of work remains at the highest standard.
* Act honestly and with integrity in accordance with the legal and business requirements as set out by the Company.
* Work within the limits of current competence and know when to request help.
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