IFA Administrator – Financial Planning Firm
? Location: Cheshire
? Salary: Up to £30,000 (DOE) + Benefits
? Working Pattern: Full-time | Hybrid Working Available
A well-respected Independent Financial Advisory firm is seeking an experienced IFA Administrator to join their growing team. This is a fantastic opportunity to be part of a supportive and professional environment, working alongside Financial Advisers and Paraplanners to deliver high-quality client service.
? Key Responsibilities:
* Provide administrative support to Financial Advisers and Paraplanners
* Prepare client packs and reports
* Process new business applications and track through to completion
* Maintain and update client records accurately
* Liaise with providers and clients regarding queries and policy details