IFA Administrator

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

Study days

Free financial advice and support

Full-time position

Salary to match talent/experience

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.
• Experience with MS Office (Word, Excel, Outlook).
• Familiar with back-office systems such as IO (Intelliflo) is an advantage.
• Strong communication and teamwork.

Responsibilities

• New business processing (investments, pensions, mortgages & life).
• Client servicing, including switches, rebalance, and withdrawals.
• Dealing with policy enquiries.
• Telephone and reception duties as required.
• General Admin support including call handling, post, typing, meeting and greeting clients.

Skills

Previous experience in IFA practice

Organised & methodical

Attention to detail

Effective communication skills

Strong IT skills (MS Office)

Team player

MS Office proficiency

Intelliflo IO experience

Abrdn

Aviva

Aegon

Tools

Intelliflo

Abrdn

Aviva

Aegon

Job description

We are recruiting an experienced, financial services administrator to work closely with our client, a Chartered Independent Financial advisers based in Chester. Their mission is to provide financial guidance and support that helps their clients achieve their goals.

As a Chartered IFA, they actively encourage and fully support all of their colleagues in their professional development and will fund study material and examination costs to support CII Learning pathways.

We are looking for a financial services administrator that has experience of working within an IFA practice and is keen to develop and progress towards paraplanning in time, if the ambition is there.

The role

Key Responsibilities include:

• New business processing (investments, pensions, mortgages & life).
• Client servicing, e.g., switches, rebalance, withdrawals etc.
• Dealing with policy enquiries.
• Telephone and reception duties as required
• General Admin support including call handling, post, typing, meeting and greeting clients.

Skills and experience

• You have previous experience of working within an Independent Financial Adviser practice
• You are organised & methodical
• You have excellent attention to detail and high standards of accuracy
• You are organised and able to prioritise and meet deadlines
• You have effective communication skills
• You thrive working as part of a team
• You have strong IT skills, specifically in MS Office Word, Excel and Outlook
• Experience of IO (Intelliflo) back office system would be an advantage
• Experience of some, or all, of the following platforms:
  • Abrdn
  • Aviva
  • Aegon

Excellent benefits include

• A full-time position
• A salary to match your talent/experience
• 20 days holiday entitlement + bank holidays
• Annual pay review with performance linked pay increases
• 9am-5.30pm, access to flexible working hours when required
• Reach your career goals with outstanding training and progression, including internal and external training programmes
• Full sponsorship for financial advice qualifications
• Study days for relevant examinations
• Access to free financial advice and support