IFA Administrator

Integro Partners; Chester; On-site; GBP 28,000 - 32,000; Full time

Job summary

A Chester-based Wealth Management firm seeks a dedicated IFA Administrator. The role focuses on supporting the team and engaging directly with clients. This position offers potential growth into Paraplanning and Advising roles, emphasizing recognition for contributions in a collaborative environment.

Qualifications

• Experience as an IFA Administrator is preferred.
• Ability to support less experienced team members.
• Willingness to be involved in client processes.

Responsibilities

• Support workload and guide less experienced team members.
• Engage in face-to-face client meetings.
• Ensure contributions to client processes are recognized.

Skills

Client communication

Team support

Organizational skills

Job description

IFA Administrator

£28-32K depending on experience

Chester
Office based

Are you tired of working for a large corporate and feeling unappreciated?

Do you want to work more closely with clients and become an integral part of the process?

This opportunity could be a fresh start.

A Chester-based Wealth Management firm is looking to hire a career IFA Administrator to support the workload and assist in guiding and developing less experienced team members.

While this is not a management position, sharing your experience and providing hands-on support will add value to the team.

This established business focuses on face-to-face client meetings, allowing Admins and Paraplanners to be actively involved in the client process and earn recognition for their contributions, rather than working behind the scenes.

The preferred candidate is a career IFA Administrator, but there is potential for progression to Paraplanning and Advising roles in the future.

Contact Sam at Integro Partners to discuss this opportunity further.