IFA Administrator: Path to Paraplanning & Advising

Search Consultancy LTD; Chester; On-site; GBP 22,000 - 30,000; Full time

Benefits offered by this job

Private medical insurance

Death in service benefit (3x salary)

Company pension scheme

20 days holiday + bank holidays

Support with industry qualifications

Clear career progression

Job summary

Search Consultancy LTD is recruiting an IFA Administrator for a Chester-based financial planning firm. You will support 5 Financial Advisers, manage diaries, prepare client documents and liaise with pension providers, ensuring a high-quality client experience.

The role offers clear progression into Paraplanning or becoming a Financial Adviser, with full support for professional qualifications and a company pension. Applicants with previous IFA or financial services admin experience will excel.

Qualifications

• Previous experience within an IFA or financial services administration role.
• Strong IT skills, including experience with spreadsheets and databases.
• Excellent organisational and planning abilities.
• A methodical and detail-focused approach.
• High levels of integrity and professionalism.

Responsibilities

• Providing administrative support to Financial Advisers and Paraplanners
• Managing adviser diaries and arranging client meetings
• Preparing client documentation and reports
• Liaising with pension providers and life companies to gather information
• Handling and responding to general client enquiries

Skills

IT skills

Organisation

Detail-oriented

Client service experience

Integrity and professionalism

Tools

Spreadsheets

Databases

Job description

Search Consultancy LTD is recruiting an IFA Administrator for a Chester-based financial planning firm. You will support 5 Financial Advisers, manage diaries, prepare client documents and liaise with pension providers, ensuring a high-quality client experience.

The role offers clear progression into Paraplanning or becoming a Financial Adviser, with full support for professional qualifications and a company pension. Applicants with previous IFA or financial services admin experience will excel.