IFA Administrator

Heat Recruitment; United Kingdom; On-site; GBP 25,000 - 30,000; Full time

Job summary

A respected Financial Planning firm in Cheshire seeks an experienced IFA Administrator to join their team. In this role, you'll provide essential administrative support, ensuring compliance and maintaining client records, while benefiting from a competitive salary and additional perks.

Qualifications

• Previous experience in a similar IFA/financial planning admin role.
• Strong knowledge of pensions, investments, and protection products.

Responsibilities

• Providing administrative support to Financial Advisers and Paraplanners.
• Processing new business applications and tracking to completion.
• Ensuring all compliance requirements are met and recorded accurately.

Skills

Attention to Detail

Organizational Skills

Communication

Tools

Intelligent Office

Job description

Location

CHESTER

Salary £25000 - £30000 TypePermanent WorkplaceOn-Site Ref88437

Recruiter Managing This Role

IFA Administrator
Location: Cheshire
Salary: Up to £30,000 (dependent on experience) + Benefits

We are currently working with a well-established and respected Financial Planning firm who are looking to add an experienced IFA Administrator to their growing team.

Key Responsibilities:

Providing administrative support to Financial Advisers and Paraplanners

Processing new business applications and tracking to completion

Preparing client review packs and maintaining client records

Liaising with clients and providers to obtain relevant policy information

Ensuring all compliance requirements are met and recorded accurately

Updating the CRM system and managing client documentation

What Were Looking For:

Previous experience in a similar IFA/financial planning admin role

Strong knowledge of pensions, investments, and protection products

Excellent attention to detail and organisational skills

Confident communicator with a professional approach

Experience using platforms such as Intelligent Office (desirable)