IFA Admin with Paraplanning Route & Training

Bond Recruitment Ltd; Chester; On-site; GBP 26,000 - 36,000; Full time

Benefits offered by this job

20 days holiday entitlement + bank holidays

Annual pay review

Access to flexible working hours

Full sponsorship for financial advice qualifications

Study days for relevant examinations

Job summary

A regional recruitment agency is seeking a skilled financial services administrator in Chester. This full-time role involves processing new business, client servicing, and administrative support. Ideal candidates will have previous experience within an IFA practice, strong IT skills, and excellent attention to detail. The position offers competitive salary, 20 days holiday plus bank holidays, and extensive training and progression opportunities including full sponsorship for financial advice qualifications.

Qualifications

• Experience working within an Independent Financial Adviser practice.
• Excellent attention to detail and high standards of accuracy.
• Ability to prioritise and meet deadlines.

Responsibilities

• New business processing (investments, pensions, mortgages & life).
• Client servicing, including switches, rebalance, and withdrawals.
• Dealing with policy enquiries.

Skills

Previous experience in IFA practice

Organised & methodical

Attention to detail

Effective communication skills

Strong IT skills (MS Office)

Tools

Intelliflo

Abrdn

Aviva

Aegon

Job description

A regional recruitment agency is seeking a skilled financial services administrator in Chester. This full-time role involves processing new business, client servicing, and administrative support. Ideal candidates will have previous experience within an IFA practice, strong IT skills, and excellent attention to detail. The position offers competitive salary, 20 days holiday plus bank holidays, and extensive training and progression opportunities including full sponsorship for financial advice qualifications.