Overview
We are seeking a motivated and organised IFA Administrator to join our growing financial planning team. You will provide essential support to advisers and help ensure smooth day-to-day operations, contributing to high-quality client service.
* Job Ref: 90602
* Location: CHORLEY, Lancashire
* Salary: £25,000 - £30,000 Per Annum
* Employment Type: Permanent
Key Responsibilities
* Support financial advisers with administrative tasks
* Prepare and maintain client files and documentation
* Assist with onboarding new clients and processing new business
* Manage internal systems and workflow to ensure deadlines are met
* Liaise with clients, providers, and internal teams as required
* Support compliance and operational processes as needed
Requirements
* Previous experience in an IFA, financial services, or administrative role preferred
* Strong organisational and time management skills
* Attention to detail and ability to work accurately under pressure
* Good written and verbal communication skills
* Proficient in Microsoft Office; experience with financial services platforms is advantageous
Why Join Us
* Work within a supportive and structured team environment
* Opportunity to gain exposure to financial planning and advisory processes
* Professional development and training opportunities
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